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Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN
T: 01993 772 467 F: 01993 775067 E:
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See large map | Get directionsExpert Wealth TV…
Jonathan
Is Stock Picking Worthwhile?
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!).
Expert Wealth
The Basics Of Investing | Part 1 – Asset Classes
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.
Expert Wealth
The Value of Advice | Part 1- Do I need an adviser?
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?
This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated.
A.S. (London)
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Expert Opinion…
Dominic
Forecasting the investment weather
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!
Jonathan
A Defibrillator for Mickey Cranks Cycling Club
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.
Dominic
Quarterly investment report July 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.