About you

Let’s be frank, because there really is no hiding from it.

When we get to retirement we face one of two possible outcomes; either we outlive our money, or our money outlives us.

The first outcome is highly undesirable; the second allows us to live comfortably, with dignity and independence, however we define those things.

Without a clear, compelling and sound specific financial plan, there is a significant risk that you will outlive your money.

To benefit most from our service you will want the second outcome. You will be:

  • Planning to retire or sell your business in the next ten years
  • About to retire and unsure about the options
  • Already retired and wish to ensure you have sufficient income and financial resources for your lifetime, whilst being able to leave a meaningful legacy for your children and grandchildren

We will help you establish and quantify your goals, craft a plan for you to achieve those goals and create a portfolio with the optimal historical probability of carrying the plan through to completion.

Many of our clients are, or were, professional people, business owners, or senior executives, as well as their parents and children. You will most likely have liquid assets or pension funds more than £250,000 or, if you are still working, have earnings over £75,000 p.a. and are saving at least £10,000 p.a.

You will want to work in partnership with a professional financial planner who

  • asks great questions and listens to your answers
  • is focused on what is really important
  • is impartial, transparent and objective

We hope we can earn the right to work with you as your trusted adviser for many years to come.

See our approach to advice

Expert Wealth TV…

Is Stock Picking Worthwhile?

Jonathan, December 28th, 2017

Have you ever considered if the attempt to select and buy individual stocks is a worthwhile exercise? Is it better to stick with a disciplined approach to investing and look to win in the longer term? This vlog explores some thoughts on the matter (and there's a very cold dip involved!).

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The Basics Of Investing | Part 1 – Asset Classes

Expert Wealth, December 15th, 2017

In this great Expert Wealth TV series we'll explore the basics of investing in simple bitesize chunks. In this first video, we'll learn about asset classes.

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The Value of Advice | Part 1- Do I need an adviser?

Expert Wealth, December 18th, 2017

In the first in our series of videos on the value of financial advice, we'll ask the key question - Do I need an adviser?

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Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions. Graham & Marian Hall

Expert Opinion…

Forecasting the investment weather

Dominic, August 3rd, 2018

August in the UK is a time when many exhausted, post-exam families pack up their cars and head for places like Devon and Cornwall for their summer holidays, heads full of memories of halcyon days spent camping, surfing and playing cricket on the beach. Their expectation of sunny days and warm nights is often quickly shattered as the Atlantic gales blow in and rain lashes on canvas, and sunny beaches are swapped for overcrowded cafes, with steamed-up windows!

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A Defibrillator for Mickey Cranks Cycling Club

Jonathan, July 31st, 2018

It's an important part of Expert Wealth Management's vision that we make an active contribution to our local community. Around a month ago we saw an opportunity to purchase a Defibrillator unit for the Mickey Cranks Cycling Club.

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Quarterly investment report July 2018

Dominic, July 12th, 2018

The aim of this report is to demonstrate how the performance of EWM investment portfolios compares to that of other investment management groups. To do this we use Asset Risk Consultants (ARC) Private Client Indices.

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T: 01993 772467      F: 01993 775067      E: advice@expertwealth.co.uk

Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN


Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you.  The FOS website is www.financial-ombudsman.org.uk.