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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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)

Expert Opinion…

Living on planet GARS: Lessons in how (NOT) to invest

Abraham Okusanya, June 12th, 2018

A recent article in the Guardian is the latest indictment of the Standard Life GARS fund. The fund has underperformed on virtually all imaginable benchmarks over the last three and five years.

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Some thoughts on bonds…

Dominic, June 11th, 2018

Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation. This is, unfortunately, an accident waiting to happen. The phrase ‘picking up pennies in front […]

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Added security & complete focus on you

Jonathan, June 12th, 2018

We feel that by recording our interactions with you, we'll be able to increase our focus and engagement with what really matters... Your life goals.

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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.