Why choose us

Choosing a financial planning firm is a big decision, and a big commitment too. We know it’s not one you make lightly, so we want to help you make the most informed choice possible. Here are some of the reasons why others join the Expert Wealth community.

We’re Chartered & Accredited

More than just a couple of fancy labels, these achievements are a symbol of our work ethic and expertise. Think of them as trust signals, ensuring we’ll always do the very best by you. Find out more about what it means to work with a Chartered and Accredited firm.

We’re award-winning

On 25 April 2023, the Expert Wealth Management team won ‘Adviser Firm of the Year – South East‘ at the Professional Adviser Awards 2023.

We’re overjoyed to have won this award and believe it is a testament to the hard work and dedication of our people here at Expert Wealth. To learn more about our award win, please click here.

We’re proper financial planners

As real financial planners, our focus is always on you first and your money second. We prioritise care and understanding, always listening to your needs and dreams – because when we get those things right, the financial things fall into place as a result.

We’re independent

As independent financial advisers, we’re not tied to any fund management group or institution. This gives us the freedom to focus on the highly personal planning process, and let the products and funds fall into place as a result.

We’re family-oriented

We’re all for keeping it in the family. A partnership with us is one that welcomes all of those close to you. We’re here to work with you and your loved ones as a collective unit, and hopefully forge a relationship that can be passed on for generations.

We care about the community

Giving back is really important to us. We’re actively involved in supporting those in our local community and beyond, so that we can do our part to improve lives everywhere. We love to hear about any causes close to our clients, too.

We are Top Rated

We’re delighted to have been included in the 2023 VouchedFor Top Rated guide. VouchedFor, a site similar to Tripadvisor but for financial services, release their guide every year to identify the best of the best in financial services.

To be included is a huge honour and we’re proud to have been included.

But, don’t just take our word for it! Just take a look at some of our 5-star reviews on VouchedFor, awarded entirely by our clients. Our planners have even achieved the VouchedFor Certificate of Excellence based on our client ratings.

Expert Wealth Management profile

Our 2023 client survey results

We carried out a client survey in 2023 to find out what our clients thought of us and the service we provide. Here’s what they had to say:

The value of advice

Watch our series of videos to explore the different ways in which you can benefit from financial advice.

Hear from our clients

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

Over the years Jonathan has helped us in several ways financially, but also the wider aspects of navigating and planning our lives as a family. This is a long term relationship which has been really fruitful, and taken away many of the anxieties of securing financial security whilst getting older, something incredibly valuable in the current climate.
David Crowe
Jonathan, Dom and the team have created an appealing ethos around Expert Wealth Management. More importantly they have lived up to it - both in their professional conduct and in terms of financial returns for clients. In both calm and choppy waters on the investment front, one senses that EWM and their clients are 'in it together', which is a source of comfort and confidence.
Graham & Liz
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
During the annual review Jonathan takes the time to ask if there are any changes in my circumstances, he closely listens and adjusts the investments accordingly if needed. At all times I have found Jonathan Hunt and his excellent team to have a high work ethic, are courteous and always professional. I am certainly a satisfied client.
Jonathan helped us to paint a picture of how our future could look, combining our wish to be able to enjoy our interests with the stability of a secure income. He assessed our attitudes to money and used these to plan a portfolio. We liked the fact that Jonathan developed a strategy centred around us rather than simply from a bundle of financial products from the market.
Phil & Sue
Jonathan has given good advice on all aspects of finance including returns, pensions, trust funds and long-term security. Additionally, most valuable advice for my family in taxation such as for military service personnel. From the outset EWM provided a complete advice and management service that gave me peace of mind and confidence that all my financial matters were in safe hands.
Dr Michael L Browne
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.

Get in touch

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