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…

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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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…

Retirement income – it all used to be so easy

Jonathan, February 9th, 2018

Thirty years ago, securing an income in retirement was relatively simple; collect years of service in the company’s pension plan (or some government pension plan for public servants) and retire on a defined percentage of your final salary. A combination of poor government policy, weak investment strategy, and rapid increases in longevity has all but destroyed this type of pension.

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What Should Investors Make of Bitcoin Mania?

Dominic, January 30th, 2018

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and no regulator or nation state stands behind it.

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Circles of influence & concern

David Crowe, January 1st, 2018

Your life doesn’t just “happen.” Whether you know it or not, it is carefully designed by you. The choices, after all, are yours. You choose happiness. You choose sadness.You choose ambivalence. You choose success. You choose failure. You choose courage. You choose fear. Just remember that every moment, every situation, provides a new choice.

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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.