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…

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!).

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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.

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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?

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Jonathan - I would like to say how much TB and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps. MB & TB (Oxfordshire)

Expert Opinion…

Quarterly investment report July 2018

Dominic, July 12th, 2018

The aim of this report is to demonstrate how the performance of EWM investment portfolios compares to that of other investment management groups. To do this we use Asset Risk Consultants (ARC) Private Client Indices.

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Living on planet GARS: Lessons in how (NOT) to invest

Abraham Okusanya, June 12th, 2018

A recent article in the Guardian is the latest indictment of the Standard Life GARS fund. The fund has underperformed on virtually all imaginable benchmarks over the last three and five years.

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Some thoughts on bonds…

Dominic, June 11th, 2018

Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation. This is, unfortunately, an accident waiting to happen. The phrase ‘picking up pennies in front […]

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T: 01993 772467      F: 01993 775067      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.