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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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Expert Wealth TV…

Virtual Afternoon Tea Replay – Reflecting on 2020 & Considering the Future with Neil Bage

Jonathan, December 15th, 2020

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 […]

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Virtual Afternoon Tea Replay – Investing during a Pandemic with Abraham Okusanya

Jonathan, February 22nd, 2021

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 […]

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Virtual Afternoon Tea Replay – Living Life to the Full with Louis Vollebregt

Jonathan, November 18th, 2020

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 […]

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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)

Expert Opinion…

Homes of the future: 8 of the biggest changes you’ll see by 2030

Jonathan, March 1st, 2021

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

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Rebalancing your portfolio: What is it and when should you do it?

Dominic, March 1st, 2021

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

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3 benefits of taking your pension last

Dominic, March 1st, 2021

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

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T: 01993 772467      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.