Testimonials


"Terrific meeting, many thanks. We always drive back from meetings with you wishing we'd met you and Dom years ago - but at least we're with you now!"

RB

"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…

Virtual Afternoon Tea Replay – Jan-Carl Plagge

Jonathan, July 6th, 2020

Dominic and Marcus had the pleasure of meeting Jan-Carl Plagge a few months back at an investment conference and thought that he would make a wonderful speaker for our ongoing Virtual Afternoon Tea webinar series. In this hour-long session Jan-Carl shares some of his incredible knowledge on the topic of environmental, social […]

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Virtual Afternoon Tea Replay – With Abraham Okusanya

Dominic, June 15th, 2020

We were delighted to welcome Abraham to our virtual stage to talk all things investment. Well known to the EWM Family, Abraham is the CEO of the irreverent research consultancy FinalytiQ and founder of Timeline the software that we use to help us understand and best advise our clients when to comes to drawing an income from their portfolio in retirement.

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Virtual Afternoon Tea Replay – With Neil Bage

Dominic, June 12th, 2020

So to see what links armed robbery, lemon juice, photographs of Norway, Charles II and our ability to make decisions in a world increasingly full of information, be sure to catch up with this fascinating discussion below.

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Expert Opinion…

A return to homeworking and the awarding of Accredited status – Your Expert Wealth Team update

Dominic, October 5th, 2020

It’s been a busy month for Expert Wealth. After a challenging summer, the team made a brief – and Covid-secure – return to the office before government guidelines necessitated a return to homeworking. Be assured that it’s very much ‘business as usual’, as it was throughout lockdown. We are also proud to […]

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5 of the best day trips from Oxfordshire to try this weekend

Jonathan, October 5th, 2020

The UK has a wealth of history and culture, with plenty of great days out for you and your family. From castles and stately homes to safari parks and museums, if you’re looking for UK day trips from the Oxfordshire area this autumn, look no further. Whether for the weekend or half-term […]

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Understanding the pensions taper

Dominic, October 5th, 2020

September 14 marked the start of Pension Awareness Week in the UK. The national event aims to get people thinking about their retirement savings and their life after work. You have spent the best part of your career building a pension fund that will provide your desired lifestyle in retirement. Your pension […]

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T: 01993 772467      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.