Expert Wealth Management

Expert Wealth Management is a Chartered and Accredited Financial Planning Firm based in Witney, Oxfordshire. Established in 2004, the firm provides financial advice to individuals and their families.
  • Investment advice
  • Wealth management
  • Financial planning
  • Retirement planning

Size
Small
Phone
01993 772 467
Email
Available in Endole App
Locations
West Wing, The Old Dairy, High Cogges Farm, OX29 6UN
01993772467
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Available on
Competitors
Phoenix Wealth Management
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Responsible Wealth Management
Responsible Wealth Management aims to help individuals and businesses achieve their financial goals through responsible and sustainable investment strategies.
West End Financial Management Ltd
West End Financial Management Ltd offers a comprehensive financial planning service tailored to meet all your investment and protection needs.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Expert Wealth Management is operated by Expert Financial Solutions Limited and is a Active company incorporated on 17 February 2004 with the registered office located in Witney, Oxfordshire. Expert Financial Solutions Limited was registered 21 years ago.

Status
Active
Size
Small
Directors
3
Age
21 years old
Employees
12
Turnover
Unreported
Total Assets
£749.41K
Cash in Bank
£434.49K
Total Liabilities
-£181.19K

Director • Secretary • Independent Financial Adviser • British • Lives in Eng • Born in Jul 1963
Director • PSC • Financial Adviser • British • Lives in UK • Born in Apr 1968
Mr Dominc Ellis Spalding
PSC • British • Lives in England • Born in Jul 1963
Teams
All
8
Customer Service
4
Sales
4
Management
3
Other
1
Director • Joined Oct 2004
Client Relationship Manager • Joined Jun 2011
Client Relationship Manager • Joined Feb 2017
Trainee Client Relationship Manager • Joined Aug 2024
Trainee Client Relationship Manager • Joined Jul 2024
Chartered Financial Planner, Director, FPFS® CFP® RLP® • Joined Jul 2004
Paraplanner • Joined Jul 2023
Chartered Financial Planner • Joined Mar 2024
Director • Joined Oct 2004
Paraplanner • Joined Jul 2023
Chartered Financial Planner • Joined Mar 2024
Client Relationship Manager • Joined Jun 2011
Client Relationship Manager • Joined Feb 2017
Trainee Client Relationship Manager • Joined Aug 2024
Trainee Client Relationship Manager • Joined Jul 2024
Client Relationship Manager • Joined Jun 2011
Client Relationship Manager • Joined Feb 2017
Trainee Client Relationship Manager • Joined Aug 2024
Trainee Client Relationship Manager • Joined Jul 2024
Chartered Financial Planner, Director, FPFS® CFP® RLP® • Joined Jul 2004