Testimonials


"In all of our various interactions with professionals offering advice, never have we felt as comfortable as we have since we started working with EWM. It is a great service that takes the anxiety out of looking after money which, later on in life, is a gift."

RB & AB

"Just a line to thank you for the meeting today, and for another of year of prudential stewardship of our assets on your part."

Graham & Liz

"Since starting my relationship with Expert Wealth Management I have had nothing but outstanding advice."

PB (Witney)

"If you want great service from highly qualified, friendly Financial Advisers with a thorough investigative approach and measured, thoughtful advice - use EWM!!!"

J & ST (Abingdon)

"We’re both grateful for the meeting which has made us more confident of finances going forward. Like you always say, “keep doing what you’re doing”."

A & RA (Worcester)

"Dom, your expert advice and management of our modest resources has made our retirement more comfortable than we ever imagined it would be."

D & Y P (Suffolk)

"Dear Dom, Thank you for a very helpful meeting this afternoon. I always find seeing you a valuable reflective space, not least because you are such an excellent listener and so self-evidently a safe pair of hands."

CL & MF (Oxford)

"Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions."

Graham & Marian Hall

"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)

"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)

"This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated."

A.S. (London)

"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)

"I wanted to say a big thank you to Jonathan on behalf of the family, and especially from my Dad, who would have been so very pleased with the final outcome of the estate. This year should see the family able to draw a line under the estate and to continue life with the loving memories of our parents. A sincere thank you. We could not have done it without you."

A.B. (Abingdon)

"Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you!"

C.L. (Oxford)

"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)

"I just wanted to say thank you very much for taking time to talk me through the pensions maze! You have been extremely helpful in helping me to make a decision."

Tracey Smith

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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Expert Opinion…

Forecasting the investment weather

Dominic, August 3rd, 2018

August in the UK is a time when many exhausted, post-exam families pack up their cars and head for places like Devon and Cornwall for their summer holidays, heads full of memories of halcyon days spent camping, surfing and playing cricket on the beach. Their expectation of sunny days and warm nights is often quickly shattered as the Atlantic gales blow in and rain lashes on canvas, and sunny beaches are swapped for overcrowded cafes, with steamed-up windows!

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A Defibrillator for Mickey Cranks Cycling Club

Jonathan, July 31st, 2018

It's an important part of Expert Wealth Management's vision that we make an active contribution to our local community. Around a month ago we saw an opportunity to purchase a Defibrillator unit for the Mickey Cranks Cycling Club.

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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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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.