Contact us
Expert Wealth Management, West Wing, The Old Dairy, High Cogges Farm, Witney, Oxfordshire, OX29 6UN
T: 01993 772 467 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
The Pain & Pleasure of Diversification
It is human nature to look at an investment that has done particularly well and wish you had been invested in it. We all risk being dragged into ‘if only’ mind games: ‘If only I had put a £10,000 into Amazon in 2003, I’d be retired by now’. ‘If only I had bought Bitcoin at £1…’. These thoughts are dangerous to investors, as this fear of missing out (FOMO) can tempt them into taking speculative risks, often based on a rear-view mirror perspective. Concentrated risks have concentrated outcomes, both good and bad.
Jonathan
Enjoy yourself!
The world of financial planning can be complex and technical. It's sometimes easy to lose sight of why having a financial plan is so important! We recently came across this amazing video of Doris Day, singing in the 1950's and felt it was an apt reminder of what we're trying to achieve in the Expert Wealth family. Have a look!
Dominic
From early July we’ll be recording all incoming calls
At Expert Wealth, we're always looking for ways to improve the standard of service we offer. We would like to inform you we will begin recording all incoming calls to Expert Wealth from the end of June 2019. This will allow us to monitor the quality of service we're offering on the phone, and give you all the same security you would have when you're meeting us face to face in the office.