Meet your team

Jonathan Hunt
DIRECTOR, FPFS, CFP®, IMC

CHARTERED FINANCIAL PLANNER

Jon is a highly qualified Chartered and Certified Financial Planner with over 30 years’ experience.  He loves working with clients who are passionate about getting the most out of life and feels his job is to support them living life to the fullest.

Jon is married to Nancy with two children. Together they set up The Nasio Trust, a UK registered charity, which supports disadvantaged young people in Kenya and the UK. In his ‘spare’ time he is a mountain addict who has climbed Kilimanjaro six times, he loves running half marathons and sometimes gets a chance to fit in a round of golf or two.

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jonathan

Dominic Spalding
DIRECTOR, FPFS, CFP®

CHARTERED FINANCIAL PLANNER

Dom is a highly qualified Chartered Financial Planner (CII) and Chartered Wealth Manager CFP (CISI) and a Registered Life Planner (Kinder Institute) with over 30 years’ experience.

His work primarily focuses on retirement income planning, helping clients to maintain financial dignity and independence in retirement.

Outside of work Dom is a road cyclist, so drinks coffee and eats cake; when time permits, he likes fishing too.

He is married to Jane and together they enjoy travelling and love great food. They have three grown up children.

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Daniel Evans
ADVISOR SUPPORT, DipPFS

ADVISOR SUPPORT MANAGER

Dan is a Psychology graduate who started to pursue a career in financial services after working for a large platform provider after university. He completed the Diploma in Financial Planning in 2016 and he is currently working his way towards Chartered status.

Dan will be providing support to Jonathan and Dom as he works towards becoming a financial planner in the near future.

He enjoys spending time with his partner Vicky as well as travelling the globe. He is a season ticket holder for his favourite football team (we won’t mention who) and he goes to as many matches as he can. He also has a love for cooking and experimenting with food.

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Dan

Kerry Land
CLIENT SUPPORT

CLIENT RELATIONSHIP MANAGER

Kerry is a highly professional Client Relationship Manager with over 27 years’ experience. Her focus is on delivering a friendly and helpful service to our clients and providing invaluable support to the advisers.

In her spare time, Kerry enjoys reading and is a member of a Book Club. She also likes gardening and walking her Golden Retriever, Meg, in the Cotswolds. Kerry has a full and active social life and enjoys spending time with her family and friends, particularly her two grandchildren. Kerry has been married to Russ for over 30 years and has one grown up daughter.

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Allison Frost
CLIENT SUPPORT

CLIENT RELATIONSHIP MANAGER

Allison has 30 years’ experience working in a financial environment and she is enjoying her role providing a friendly administrative service to our clients and providing support to Dom & Jonathan.

Any spare time she has is spent walking and swimming and going to the theatre with family and friends. She is married to Alan and has three grown up children.

Allison

Sue Metcalfe
BUSINESS SUPPORT

BUSINESS OPERATIONS MANAGER

Sue is responsible for the day to day running of our business accounts, as well as providing support to the Directors.

She has significant experience in both bookkeeping and office management.

Away from her desk she enjoys spending time with her family and is quite busy with three grandchildren. Sue also enjoys going to the theatre and family holidays.

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Rebecca Lucas
FPFS, CFP

PARAPLANNER

After many years of working as an adviser and paraplanner, Rebecca decided to use her technical knowledge and experience to found her company, Lime Paraplanning, who provide an advanced paraplanning service to EWM.

Rebecca is proud to be a Fellow of the PFS and is both a Chartered and Certified Financial planner and has a vast array of qualifications that add real value to our business.

The key to Rebecca’s success is her excellent technical skills and paraplanning experience coupled with her personal insight into building and nurturing client relationships, while producing compliant, well documented advice.

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Tim Hale
ALBION STRATEGIC

INVESTMENT STRATEGY

Albion are passionate about investing and understand the challenges and pitfalls that investors face putting in place – and living with – their investment strategy.

Tim works with EWM to build risk-focused investment strategies to use with our clients and works along side us to provide strong ongoing governance of our investment process.

Tim loves investing and working with clients. He is passionate about the social utility that good investing delivers and his key aims are to simplify investing, build belief, and for us to be confident that we are offering our clients the greatest chance of a successful investment experience.

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Steve Billingham

CORPORATE STRATEGY

At EWM we like to ensure that we are maintaining our high standards and professionalism. Steve helps us to achieve this by providing real, practical, action-focused consultancy support.

He has spent the last 30 years working with financial advisers and planners across the UK. People who know or have worked with Steve, describe him as passionate, enthusiastic and focused.

Steve gets his kicks from the difference he makes to our business and the results that he helps us to achieve, with a focus on delivering a first class client experience. He believes that the value of anything is the difference that it makes.

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David Williams
HAVEN RISK MANAGEMENT

COMPLIANCE CONSULTANT

We believe that by maintaining the highest standards of compliance with the regulators we are able to deliver the best outcome for our clients. David helps us to make sure our FCA regulatory responsibilities are fulfilled whilst we concentrate on looking after our clients. He is highly qualified and has a thorough understanding of Financial Services Regulation.

David joined the financial services industry in 1984 and worked as an IFA for 12 years before moving into technical training and compliance consultancy and founded Haven Risk Management in 1996.

He is an Associate of the Personal Finance Society, a Fellow of the Compliance Institute and a Fellow of the Chartered Management Institute.

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Sara Huffey
HR CONSULTANT

HUMAN RESOURCES

Sara is a HR professional with more than 30 years’ experience in the financial services industry and as an independent self-employed consultant. She has extensive experience in a wide range of HR disciplines.

Sara has a proven track record in designing and delivering training workshops, talent management, recruitment, employee engagement and culture change initiatives.

Sara is a highly motivated and driven professional who is proactive, consistent and business focused.

Sara

Adam Tarry
CLIENT COMMUNICATIONS & WEBSITE STRATEGY

DIGITAL DESIGNER

Adam is an experienced digital designer with a broad skill set. He’s responsible for the conception and creation of the Expert Wealth Management websites and any other digital media required to support their offering.

When not sweating away at a laptop screen, you can often find Adam floating about in the ocean in his native Guernsey.

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You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for. L.W. (Bath)

Expert Opinion…

The Wheel Of Life

David Crowe, November 9th, 2017

Step one of our relationship with you at Expert Wealth management is to work with you to establish what you want to get out of life so we can support those goals. But what if you don’t know yet? When life is busy, or all our energy is sometimes focused in a […]

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Is Investment Diversification the Right Strategy For You?

Jonathan, October 5th, 2017

All you want is to get a decent return without too much worry, so what is diversification and how can it work for you? Many professional investors are experts in their field. They can specialise in a market and make informed decisions quickly. They buy and sell their shares at exactly the […]

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Being In It For The Long Haul…

Dominic, October 3rd, 2017

As Expert Wealth Management celebrate our 13th year of business this week, we thought it would be a great time to talk about the importance of a measured approach to portfolio management. For investors who adopt a systematic buy-hold-rebalance approach to investing, it can be tempting to question why the portfolio seems […]

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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.