Expert 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.
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…
Dominic
A return to homeworking and the awarding of Accredited status – Your Expert Wealth Team update
It’s been a busy month for Expert Wealth. After a challenging summer, the team made a brief – and Covid-secure – return to the office before government guidelines necessitated a return to homeworking. Be assured that it’s very much ‘business as usual’, as it was throughout lockdown. We are also proud to […]
Jonathan
5 of the best day trips from Oxfordshire to try this weekend
The UK has a wealth of history and culture, with plenty of great days out for you and your family. From castles and stately homes to safari parks and museums, if you’re looking for UK day trips from the Oxfordshire area this autumn, look no further. Whether for the weekend or half-term […]
Dominic
Understanding the pensions taper
September 14 marked the start of Pension Awareness Week in the UK. The national event aims to get people thinking about their retirement savings and their life after work. You have spent the best part of your career building a pension fund that will provide your desired lifestyle in retirement. Your pension […]