Testimonials


"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 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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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.