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

Virtual Afternoon Tea Replay – Jan-Carl Plagge

Jonathan, July 6th, 2020

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

Dominic, June 15th, 2020

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

Dominic, June 12th, 2020

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 for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said! D.T.H. (Stratford-upon-Avon)

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Expert Opinion…

Jonathan

Mindfulness – An Evening with George Kinder Replay

Jonathan, September 21st, 2020

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

Jonathan, September 10th, 2020

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

Jonathan, August 24th, 2020

‘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 […]

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.