Dom Spalding

Director & Chartered Financial Planner

View Dom’s professional achievements

Professionally

Dom is a highly experienced Chartered Financial Planner with an extensive career in the financial services profession. He had several roles at Friends Provident, then spent five years at Edmund Gibbs Financial Services (now Shaw Gibbs) as an Independent Financial Adviser specialising in pensions and retirement planning. He and Jonathan Hunt set up Expert Wealth Management together in 2004.

He specialises in helping successful business owners and professionals plan their retirement, achieve financial peace of mind and confidence so that they can live life to the full. He helps them make progress on key goals, avoid mistakes, and stay on track.

Personally

Dom is married to Jane and they have three children: Alex who lives in Tasmania, Scarlett an Interior Designer who lives in Derby and who created the design for our office, and Joel who currently lives at home with them.

Dom rides a bike (a lot – around 350km a week) and likes nothing better than riding up big mountains in France. When he’s not riding, he’s usually eating or sleeping! He and Jane usually visit Australia every January to see Alex, and they’ve had some fantastic adventures.

Reviews and Ratings for Financial adviser Dominic Spalding, Oxford

Dom comes highly rated on VouchedFor, and has been awarded their Certificate of Excellence.

Spotlight questions

On an ideal weekend you can find me:

Riding my bike up some massive cols in the Alps, eating local food in a French restaurant at the foot of a mountain and cooling off in a French mountain lake.

My favourite holiday destination is:

Ooh, difficult to choose between Australia, French Alps or the Pyrenees.

The best gift I ever received is:

A bike – my mum would never let me have a racing (road) bike back in the day. When she passed away and I received a legacy from her, the first thing I did was buy a new road bike!

When the dessert menu arrives, I’m looking for:

Anything with custard

If I could turn any activity into an Olympic sport, I would win a medal in:

Eating toasted banana bread at Gusto Espresso Bar in Bondi Beach

If I could be any fictional character, I would be:

Obi-Wan Kenobi (played by Alec Guinness of course)

My pet peeve is:

People who always blame someone or something else rather than being responsible and making change happen.

My proudest moment as a Financial Planner was:

Achieving CISI Accredited Firm this year

Importantly

We think it’s important to verify any credentials before working with a financial planner. You can view Dom’s credentials below.

Hear from our clients

Read what some of our clients have to say about their experience of working with Expert Wealth.

For people who have little knowledge of investment strategies, Dominic’s reassurance and guidance, particularly at times of market instability, has proved accurate, reliable and confidence-building. We believe we owe our comfortable retirement in no small measure to the Expert Wealth Management team.
David & Yvonne
What I love about Dominic’s approach is that he treats money as a means to an end, not as an end in itself: he carefully helped me to work out what my priorities are, what I want out of life and what income I need, and when, in order to achieve those ends. Frankly, I don’t understand finance and it terrifies me: Dominic has given me good, reliable advice (in plain English!) and I trust his guidance.
Jan Penrose
I liked Dom straight away - thorough, straight-talking, consistent but also, critically for me, human. He sees beyond the numbers into people’s lives - understands that life needs to be lived in the present as much as we need to have an eye on saving for the future. Most importantly, he understands me and my life goals, and shapes his advice to suit my needs rather than around his agenda.
Sally Emslie
The clear explanation of options, future projections and regular reviews have continued to give me confidence that I had made the right choice to move my pension. Dom has been a constant presence throughout and has continued providing guidance including how to invest an inheritance. Dom and the team at Expert Wealth have been an oasis of calm in the turbulent world of financial investment.
Sarah E
Dom Spalding was personally commended to us. All the family are signed up with EWM now. We’ve enjoyed a good, personal rapport, felt totally at ease in our trust, and at the same time been given a real sense and understanding of the way our money can work for us into the future. We are very grateful to the whole team at EWM who are, in these times, internet-ready, at any time, to look after our issues and help us fulfil our objectives.
David

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West Wing, The Old Dairy,
High Cogges Farm,
Witney, Oxfordshire,
OX29 6UN