Financial Planning

anteposuerit

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…

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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