About us

Expert Wealth Management was established in 2004, by Jonathan Hunt and Dominic Spalding with the sole aim of providing a tailored, comprehensive, life long financial planning service.

We are a boutique Chartered Financial Planning practice providing a highly personalised and independent financial advisory service to clients who are too busy doing the things they love, to spend time worrying about their complex financial planning needs.

We help you to define, achieve and maintain lifelong financial security and peace of mind that provides you with the freedom to do the things you want to do and live a life with no regrets. As a result, you’ll have the clarity and confidence to fulfil your goals and dreams.

Our clients see us as their trusted adviser, “the centre of their financial world”. They tell us that we are patient, helpful and explain complex issues in simple language that they understand.

Our service is built on strong client and adviser relationships, delivered ‘face to face’, but we love technology too, so are quite happy to use web based platforms like Skype and Go To Meeting if that’s easier and more convenient for you.

For your convenience and security, we will usually provide you with electronic documents including reports, statements and valuations, delivered through a secure online portal. Whilst this will mean you’ll need internet access and be reasonably au fait with technology, if you are familiar with online banking, you shouldn’t have any problems with the systems we use.

Of course, if you don’t have good internet access or just simply prefer good old fashioned paper, we can do that too!

Our professional partners value our ethical and professional culture and collaborative approach to achieving great results for our mutual clients and appreciate our high level of expertise. Crucially, all our staff share our vision, values and culture.

We absolutely love the work we do and the difference we make to the lives of our clients, to the extent that we don’t see what we do as “work”.

Contact us now to get started

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 […]

Read More
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 […]

Read More
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 […]

Read More
Just a line to thank you for the meeting today, and for another of year of prudential stewardship of our assets on your part. Graham & Liz

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

Read More
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

Read More
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

Read More
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.