Expert Wealth @ExpertWealth
Founded in 2004 by Jonathan Hunt and Dom Spalding, Expert Wealth Management is a Chartered and Accredited Financial Planning Firm based in Witney, Oxfordshire. expertwealthmanagement.co.uk Witney, Oxfordshire, UK. Joined October 2010-
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How can we avoid both FOMO and regret, when it comes to investing? Find out over on our website -> expertwealthmanagement.co.uk/tempering-fomo…
We're extremely proud to announce that our very own Daniel Evans has successfully completed his move from Associate Adviser to Chartered Financial Planner with Expert Wealth Management. Please join us in celebrating the start of a new chapter in his financial-planning journey.
Back in 2010, Expert Wealth became the first Chartered Financial Planning Firm in Oxfordshire. We're proud to say that we still hold this prestigious accolade almost 15 years on! To find out more about what sets us apart, visit our website now -> expertwealthmanagement.co.uk/about-us/
Happy and excited to be here tonight at the #PAAwards2024! We're shortlisted for 2 awards including Best Website. Very best of luck to all the nominees. Now for a little fizz!
Today sees the publication of a directory of VouchedFor Top Rated Firms in The Times and we're very pleased to say that Expert Wealth is featured. Thank you to all of the clients that gave feedback & left reviews - we've now achieved top-rate advisor status every year since 2022!
In light of the US regulator’s (SEC) recent approval of several Bitcoin spot ETF’s, there has once again been a lot of talk around cryptocurrency and the exposure of client portfolios to this particularly volatile asset class. Find out more -> expertwealthmanagement.co.uk/cryptocurrency…
After high inflation in 2022, 2023 delivered more positive returns on the whole, but what will 2024 hold for investors? Find out over on our website -> expertwealthmanagement.co.uk/looking-backwa…
Being an investor is not easy. Is recency bias swaying your investing decisions? Learn more over on our website -> expertwealthmanagement.co.uk/beware-of-the-…
We’re delighted to wish the entire Expert Wealth Family (clients and team!) a very happy Christmas and New Year. Please note that our offices will be closed from 5pm on December 22nd, then reopen Tuesday 2nd January 2024.
At Expert Wealth, we place great importance on nurturing new talent. We recently welcomed Freddy to our team for a 4-day work experience opportunity. Freddy had a fantastic time in our office. Find out what he had to say over on our website -> expertwealthmanagement.co.uk/freddy-reflect…
Charlie Munger, the lifetime business partner of Warren Buffett at Berkshire Hathaway, passed away in late November at the ripe old age of 99. In tribute, we look at a number of his well-known quotes. -> expertwealthmanagement.co.uk/a-tribute-to-t…
A huge thank you to all of our clients that took part in our satisfaction survey earlier in the year. We promised to make a charitable donation for every participant in the survey and as a result we’ve donated £1,320 to Wild Oxfordshire.
In this post, we explore how the horrific events unfolding in Israel might impact investors and their portfolios. Find out more ->expertwealthmanagement.co.uk/investment-imp…
We’re very pleased to announce not one, but two promotions within the Expert Wealth family! Harry has now been promoted to Paraplanner. Ben has now been promoted to Client Relationship Manager. Well done Harry and Ben!
Please welcome some new (and returning!) faces joining us at Expert Wealth. Client Relationship Manager Samantha Speake, Paraplanner Kevin Anderson, and then returning after five years away Associate Advisor Daniel Evans. Find out more -> expertwealthmanagement.co.uk/team-members/
Despite the doom and gloom of rising interest rates, elevated inflation, the fear of a wide recession and the continued war in Ukraine, global equity markets (developed and emerging markets combined) have actually risen in 2023. Find out more here -> expertwealthmanagement.co.uk/return-fishing…
We’re excited to tell you that both Jon & Dom have been awarded VoucherFor certificates of excellence again this quarter. Find out more over on our website ->expertwealthmanagement.co.uk/voucherfor-cer…
It is sometimes easy to forget that when markets rise and fall, we are looking at this through an aggregated, market-capitalisation-weighted lens. Find out more ->expertwealthmanagement.co.uk/just-a-few-sto…
Sticking to some key guiding principles gives investors a solid foundation on which to build a sensible investment solution. Read about five of our favourite insights from experienced and accomplished academics and practitioners and how these words can help with our investments.
What a wonderful night we had at the 2023 Professional Adviser Awards! And best of all... We won! Expert Wealth was awarded Adviser Firm of the Year (South East) 2023. Huge thanks to our staff and customers for helping make this happen. #PAAwards23
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