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.

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)

Expert Opinion…

EWM portfolio and funds review | Spring 2017

Jonathan, May 16th, 2017

In our last blog, we wrote about behavioural biases and how they can affect us all as investors by pulling us off course if we succumb to their siren call. Let’s face it, if we wanted to, we could find plenty of reasons in the 24 hour news feeds every day to […]

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These foolish things…

Dominic, April 26th, 2017

As investors, we have to contend not only with the erratic and unpredictable nature of markets but also the erratic and irrational way in which we think and behave. ‘‘If I have learned anything in my 52 years in this marvellous field, it is that, for a given individual or institution, the […]

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Why Does Diversification of Investments Reduce Risk?

Jonathan, March 8th, 2017

Diversification helps you protect invested capital If you’re thinking about investing money, the chances are that you’ll have encountered the term “diversification” but might not know exactly what it means or why it’s important. Why does diversification reduce risk? While diversification may sound like a fund manager’s buzzword, it’s actually a crucial […]

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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.