Meet your team

Jonathan Hunt
DIRECTOR, FPFS, CFP®, IMC

CHARTERED FINANCIAL PLANNER

Jon is a highly qualified and experienced Chartered Financial Planner and Certified Financial Planner with over 27 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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Dominic Spalding
DIRECTOR, FPFS, CFP®

CHARTERED FINANCIAL PLANNER

Dom is a qualified and experienced 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
CLIENT SUPPORT

CLIENT RELATIONSHIP MANAGER

Dan is a Psychology graduate who started to pursue a career in financial services after working for a large platform provider. He is a member of the PFS and is currently studying towards his paraplanning certificate, with aspirations of becoming a financial planner.

He is a member of several wine clubs, and regularly attends wine tastings in the Oxfordshire area. He is also a member of a beer club who get together weekly. He is a keen bedroom music producer and has a love for cooking and experimenting with food.

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Kerry Land
CLIENT SUPPORT

CLIENT RELATIONSHIP MANAGER

Kerry is a highly professional Client Relationship Manager with 25 years’ experience, the last 15 of which have been spent in financial services. 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 going to the gym, walking her Golden Retriever, Meg, in the Cotswolds and holidays in the sun. She has a full and active social life and enjoys spending time with her family and friends, particularly her grandson. Kerry has been married to Russ for 30 years and has one grown up daughter.

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Mary Long
OPERATIONAL SUPPORT

OPERATIONS ADMINISTRATOR

Providing support to the Directors for the day to day operations of the business.  Duties include business accounts, regular reporting to the Financial Conduct Authority and general project work.  Significant experience in financial services operations and administration.

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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.

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…

How Much Money Can You Gift without Tax?

Jonathan, July 1st, 2017

How much money can you gift without tax? We answer the question of how much money can you gift without tax and offer our top-level advice for inheritance tax planning. See also: Our Comprehensive Guide to Inheritance Tax Planning Trust Planning & Gifting: An Overview What Is a Trustee? The Roles and […]

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So, it is a hung Parliament…

Jonathan, June 9th, 2017

As dawn breaks, the morning light reveals yet another political gamble that has not paid off for the dice roller.  The UK has a hung Parliament, with no party holding an absolute majority.  Such is the unpredictability of a parliamentary democracy.  If you ask the people of the UK what they think, […]

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How deep is your risk?

Dominic, June 6th, 2017

All investors know that they need to take risks in order to achieve returns higher than cash. If you asked ten investors if equities were more risky than cash, most would agree; but that depends on how one understands risk. The investment industry has done a poor job of explaining risk as […]

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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.