Business owners, professionals & executives

As a business owner or senior executive, it can be hard to find the time to manage both your personal and your professional finances. It can be even harder to try and focus on meaningful financial planning for your future. That’s where we can help set you on the right path.

Make the most of your position

As a successful business owner or professional, you’ve worked hard to get where you are, and it’s hopefully been a rewarding journey. You may now be in a position where previous financial commitments (such as school fees or mortgages) are winding down. This is one of the best times to start looking to the future and what it could hold.

You might be thinking about your own retirement, and what that means for your business. You might have started to think about ways to protect your family and your income, or simply wanting some clarity on your current financial situation. Whatever your motivations, we can help.

We take a ‘big picture’ view of your finances, helping you to align them with a comprehensive vision of where you’re at and what you can achieve. We’ll work with you to understand what’s most important for the future (retirement or otherwise) and devise a plan that not only makes it clear but attainable too – so that whatever your professional life in the future holds, you’re ready to take it on.

Align your finances with your values

We’ll not only bring clarity to your overall financial position, but work to align it with what matters to you - your values and your aspirations for the future.

Make the right financial choices

From advising on how to make tax-efficient withdrawals to helping you secure essential protection for your business or family, we’re here to help you make the choices that matter.

Plan for your future

Whether you’ve still got some years to go in your business or profession, or you’re considering an exit strategy, we’ll help make sure you’ve got a plan for your financial future.

Why choose us

We go beyond the remit of your typical financial advisers. We focus on your goals and the journey ahead of you, then carefully put a plan in place to ensure you reach wherever you want to be. It’s real financial planning, and it’s what makes us different.

But that’s just one of the reasons why people come to us. Discover what else sets us apart from the crowd.

Find out more

Meet our clients

Don’t just take our word for it. Meet some of our real clients and hear how their lives have changed.

Watch the videos

Working with Expert Wealth has enabled us to relax and let go.

John Dixon

Thanks to Expert Wealth, we no longer worry about our financial future.

Clive Liddle

They asked us questions which financial advisors don't normally ask.

Tim & Joy Foster

We want other people to have the same peace of mind that we have.

Martin & Valerie Lee

Get in touch

Please fill in the form and a member of our team will get back to you shortly.

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