What we do

Our sole purpose is to provide real financial advice to bring, meaning and confidence to your financial world by helping you to build, manage and protect your wealth. This allows you to reach and keep your desired lifestyle and do more of the things that you love to do.

Behaviour Gap RealFinancialAdvice

How we do it.

We listen carefully to understand you, your objectives and what’s really important. Together, we’ll create your financial master plan to bring you clarity and peace of mind about your money. This will give you the confidence to live life without worrying about money.

Expert Wealth TV…

Virtual Afternoon Tea Replay – Jan-Carl Plagge

Marcus, 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

Marcus, 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

Marcus, 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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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

Expert Opinion…

Warren Buffett: the exception who proves the rule

Dominic, July 14th, 2020

If you were asked who you thought was the world’s best investor, you might well say Warren Buffett, the Chairman and CEO of Berkshire Hathaway. That would not be an unreasonable answer, given he is worth US$ 71.5 billion today , give or take a few million for daily market movements! He is also often held up by those in support of ‘market beating’ strategies as a shining example of their creed. Over 40,000 avid followers attended the 2018 annual shareholders’ meeting, referred to by some as ‘Woodstock for capitalists’ and his style of investing is known as ‘Buffettology’, on which numerous books and articles have been penned.

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Virtual Afternoon Tea Replay – Jan-Carl Plagge

Marcus, 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 […]

Read More
Virtual Afternoon Tea Replay – With Abraham Okusanya

Marcus, 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.

Read More
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.