FREE Resources From Expert Wealth

8 Reasons To Use A Financial Planner

Many people think that financial advice is only required by the very rich. However, everyone can benefit from it. Not only can it help you protect and build your assets, it can assist you in making the most of your investments and in securing your and your family’s long-term future.

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2016/17 Tax Guide

Rates, dates and information. Everything you need to know about Tax in 2017.

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Guide To Long Term Care

Increasing life expectancy ought to be a cause for celebration but, unfortunately, while many people are living longer, they are not necessarily doing so in good health. Discover your options in this handy free guide.

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Planning For Retirement

Pensions still represent one of the most tax-efficient ways for most people to save for retirement. The aim of this guide is to help you understand the available options.

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Guide To Investment Diversification

With a little groundwork, a balanced, well-diversified portfolio ought to be able to weather the short-term storms of stock and property market fluctuations.

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Guide To Annuities

It takes many years of planning, saving and sacrifice to build up a significant pension – and, after all those years, you want to be sure you are making the most of it.

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Guide To Inheritance Tax

With a threshold of £325,000 (£650,000 for married couples and civil partners) that will remain frozen until 2021, and the price of houses still relatively high, more and more people could find themselves caught in the net.

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The 10 Rules Of Successful Investment

Successful long-term investment is not about buying low and selling high – although that is always a good principle to bear in mind.

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Dom, your expert advice and management of our modest resources has made our retirement more comfortable than we ever imagined it would be. D & Y P (Suffolk)
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.