Financial Planning

anteposuerit

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…

Your Retirement Fund: What Are Alternatives to Annuities?

Jonathan, September 1st, 2017

What are the alternatives to annuities? Find out the best ways to plan for your retirement fund. The pension funds that an individual accumulates can be used to purchase an annuity from the pension plan provider or similar company. This typically happens during the early stages of retirement. For many people, this […]

Read More
All that glistens…

Dominic, August 4th, 2017

Despite its lustre, gold sits uncomfortably in investment portfolios. If you think hard about why you might own it, it becomes harder to make a case for its inclusion.

Read More
Long-Term Investments: The 4 Smartest Ways to Increase Your Return

Jonathan, August 3rd, 2017

So how do you invest to maximise your wealth in the long run? Here’s our advice for getting the most from your long-term investments. See also: How Deep Is Your Risk? Why Does Diversification of Investments Reduce Risk? What Are the Best Ways to Invest Sensibly? There are many reasons to invest for the […]

Read More
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.