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