At retirement

Retirement means something different to everyone, and there are now more choices than ever before when it comes to what this looks like for you. We’re here to help you align your finances with your aspirations, to ensure this new stage of life is everything you want and more.

For the next, exciting stage in life

You’ve worked hard throughout your life, and you deserve to enjoy your retirement free of financial worry. But it can be a daunting thing to plan for, and something that brings with it many questions: ’What will I do?’ ‘Do I have enough to last for the rest of my life?’ ‘Will I be OK?

We’re here to help answer those questions, support you through this transition period and put your mind at ease. Starting with where you are now, we explore what life ideally looks like in this next stage: your priorities, your values and your needs. Once clearly defined, we can lay the way forward to achieving it, without impacting your financial health.

Together we’ll build a plan to ensure you won’t outlive your money, and that you’ll always have enough to support your lifestyle. And with that taken care of, this new stage really can be whatever you make of it.

Determine what matters

Whether it’s holidays abroad, new projects or supporting your family, we’ll help determine what’s important to you.

Put your plan in place

We'll craft a comprehensive plan aligned with your values and designed to help you achieve your financial objectives.

Enjoy what's to come

With a plan in place, you can look forward to this stage of your life with peace of mind, knowing that your financial security is sorted.

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

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