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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN
T: 01993 772 467 E:
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Jonathan
Virtual Afternoon Tea Replay – Reflecting on 2020 & Considering the Future with Neil Bage
To round off our series of educational client events for 2020 we are delighted to welcome back Neil Bage. Neil is a Co-Founder of Be-IQ, a behavioural insights platform that is transforming how client-focused financial services companies deliver financial wellbeing. He’s become well known for helping financial planners better understand human behaviour […]
Jonathan
Virtual Afternoon Tea Replay – Investing during a Pandemic with Abraham Okusanya
We were delighted to welcome Abraham to our virtual stage to talk about what we have learned from investing in 2020. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline, the software we use to help us understand and best advise […]
Jonathan
Virtual Afternoon Tea Replay – Living Life to the Full with Louis Vollebregt
A session with Louis Vollebregt to explore how we can get more out of life and live life to the fullest. Louis Vollebregt studied psychology with the University of Groningen and made a career in financial services. He has several decades experience in various management and sales positions with Equity & Law/AXA […]
Thank you again for the caring way you have dealt with our Auntie V and her finances. It's a great weight off our minds and she is very happy with it too.
P.C. (Wallingford)
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Expert Opinion…
Jonathan
Homes of the future: 8 of the biggest changes you’ll see by 2030
Read your guide to the homes of the future. From “jib doors” to prefabs, here are 8 of the biggest changes you’ll see in your home in the next decade and beyond
Dominic
Rebalancing your portfolio: What is it and when should you do it?
Your portfolio aligns your attitude to risk with your future goals, but it is important to review it regularly. Here’s why rebalancing is so important
Dominic
3 benefits of taking your pension last
You might be counting down the days until your retirement date, but you could be better off not taking your pension when you get there. Here are 3 reasons why