Expert Wealth Management

Independent Financial Adviser  West Wing, Witney, Oxon, OX29 6UN
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FCA authorised
Last authorised 18th October 2021
We bring clarity and meaning to your financial life by helping you to build, manage and protect your wealth.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Dominic Spalding CFP FPFS RLP
Director
MR Jonathan Hunt CFP, FPFS, IMC
Director
About us

The people who get most benefit from what we do and to whom we can make a significant difference are typically individuals and couples planning for or transitioning to retirement. They may also already be retired.
Consequently they are likely to be aged 50 plus with investible assets or pension funds of at least £250,000.
They are likely to be (either now or before they retired) Business Owners or Senior Executives and Professionals and will be higher rate taxpayers. That may still be the case, even for those already retired.

Our services

We help you to define, achieve and maintain lifelong financial security and peace of mind that provides you with the freedom to do the things you want to do without the worry of ever running out of money.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

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