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
Virtual Afternoon Tea Replay – Jan-Carl Plagge
Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]
Dominic
Virtual Afternoon Tea Replay – With Abraham Okusanya
We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.
Dominic
Virtual Afternoon Tea Replay – With Neil Bage
So to see what links armed robbery, lemon juice, photographs of Norway, Charles II and our ability to make decisions in a world increasingly full of information, be sure to catch up with this fascinating discussion below.
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
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Expert Opinion…
Jonathan
Mindfulness – An Evening with George Kinder Replay
Jonathan and Dom met George Kinder over 10 years ago when they were becoming increasingly disparaged by the way Financial Planning was evolving in the UK. They felt there must be a better and more connected way to help people with their financial futures. After providing such insight, they have kept in close contact with George which has led to developing our fundamental ethos at Expert Wealth Management.
Jonathan
Join The Expert Wealth Family As A Paraplanner
You will be working for an Independent Financial Adviser who hold corporate Chartered Financial Planner and CISI Accredited Firm status, as part of a small team looking after the financial planning needs of around 200 client families. As Paraplanner you will be providing high quality support and ensuring complete and accurate records […]
Jonathan
Cash dividends: don’t bank on them
‘Do you know the only thing that gives me pleasure? It’s to see my dividends coming in.’ John D. Rockefeller To this day we can still relate to the words of American industrialist John D. Rockefeller, despite their utterance over a century ago. Be it a privately owned business or publicly listed […]