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”.

Expert Wealth TV…

Jonathan

Is Stock Picking Worthwhile?

Jonathan, December 28th, 2017

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

Expert Wealth, December 15th, 2017

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?

Expert Wealth, December 18th, 2017

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?

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…

Marcus

We’re Looking For An Administrator

Marcus, November 13th, 2019

We're looking for a motivated individual to join the Expert Wealth family! You will be working for an Independently owned Wealth Management Company working as part of a small team to provide administrative support to the Client Relationship Managers (CRMs) who are responsible for looking after our clients.

Jonathan

Weathering Brexit Uncertainty (or “If it ain’t broke…”)

Jonathan, September 30th, 2019

There is always a temptation to fiddle around with a portfolio’s structure to try to position it ready for potential short-term global events, such as Brexit. Investors would do well to remind themselves that the core tenets of good investing hold true through all market conditions. It is also worth remembering that the efficacy of a portfolio’s strategy should be judged not on the post-event outcome, but in terms of the quality, validity and prudence of its construction discipline in the face of future market uncertainty. Portfolios are well-structured around inalienable investment truths, particularly the value of deep diversification.

Dominic

Quarterly Investment Report – June 2019

Dominic, August 6th, 2019

Welcome to our quarterly returns bulletin for the end of June. First of all, we feel we should apologise for being a little tardy with this one. Our excuse is that we have all been away on our holidays and when not doing that, busy serving our lovely clients! This month, we’re going to turn our attention to the benefits of doing nothing.

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.