What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Expert Wealth Management

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Expert Wealth Management

Founded in 2004 by Jonathan Hunt and Dom Spalding, Expert Wealth Management is a Chartered and Accre

Founded in 2004 by Jonathan Hunt and Dom Spalding, Expert Wealth Management is a Chartered and Accredited Financial Planning Firm based in Witney, Oxfordshire. We started out with the aim of providing tailored, comprehensive, relationship-focused advice to our clients, and we’re proud to say that’s never changed. We’re here to be your trusted partner, now and in the future.

02/09/2026

“Real financial planning is a liberating experience because it's about understanding what's possible - not guessing.”

Marion shares her experience with Expert Wealth Management and how financial planning has given her the clarity and confidence to make decisions about her future.

Watch the full video: https://www.expertwealthmanagement.co.uk/case-studies/marion-ackrill/

26/08/2026

A chance meeting. A shared ambition. And a vision that grew into something much bigger.

Discover the story behind Expert Wealth Management.

Read the full story: https://www.expertwealthmanagement.co.uk/ -anchor

19/08/2026

“It was the honesty and integrity that stood out to me - I never felt they had their own agenda.”

Finding a financial planner you can trust makes all the difference.

Hear this client’s story and why they chose Expert Wealth Management.

Watch the full video: https://www.expertwealthmanagement.co.uk/case-studies/sarah-price/

18/08/2026

We're absolutely thrilled to share that Expert Wealth Management has been named a finalist in the CISI Accredited Financial Planning Firm of the Year Award 2026.

To be recognised by our professional body is a huge honour and reflects the hard work, care and commitment shown by every member of our team each and every day.

From supporting our clients to developing future talent within the profession, we're incredibly proud of what we've built together.

A huge thank you to our clients, colleagues and supporters who continue to be part of our story.

Wish us luck for the final round!

14/08/2026

You May Already Own SpaceX 🚀

SpaceX has made headlines with its huge IPO. But did you know you may already have exposure to it through your investment portfolio?

Find out how this happens and what it means for your investments.

Read the full article to find out more: https://www.expertwealthmanagement.co.uk/spacex-has-listed-and-you-likely-already-own-it/

12/08/2026

If you're looking for a career where you can have a positive impact on people's lives, hear what Dan and Harry enjoy most about working at Expert Wealth Management.

Full video: https://www.expertwealthmanagement.co.uk/a-career-at-expert-wealth-meet-dan-and-harry

11/08/2026

We'd like to extend a very warm welcome to Clare Hohne, who has recently joined Expert Wealth Management as a Junior Paraplanner. 🎉

As if starting a new role wasn't exciting enough, this week Clare has also achieved her Level 4 Diploma – a fantastic accomplishment that reflects her hard work, dedication and commitment to developing her career within financial planning.

We're delighted to have Clare as part of the team and look forward to supporting her as she continues her professional journey with us.

Congratulations, Clare, and welcome to EWM! 💙

05/08/2026

Peace of mind is one of the greatest benefits of financial planning.

For Martin and Phillipa, working with Expert Wealth Management gave them the confidence that their money would last and that their family's future would be secure.

Hear their story and discover how thoughtful financial planning can help you plan for the future with confidence.

🎥 Watch the full video: https://www.expertwealthmanagement.co.uk/case-studies/martin-and-phillipa/

29/07/2026

What if one email could change your career?

After finishing her A-levels, Caitlin sent an email to Expert Wealth Management asking for advice about a career in financial planning.

That one conversation became the start of her journey.

🎥 Watch the full video: https://www.expertwealthmanagement.co.uk/building-a-career-at-expert-wealth-meet-kerry-and-caitlin

22/07/2026

Financial planning is about more than numbers – it's about the confidence to enjoy life.

Discover how planning with Expert Wealth Management gave Marion the confidence to embrace new opportunities and look to the future with greater peace of mind.

🎥 Watch the full story: https://www.expertwealthmanagement.co.uk/case-studies/marion-ackrill

Address

West Wing, The Old Dairy, High Cogges Farm
Witney
OX296UN

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+441993772467

Website

https://www.expertwealthmanagement.co.uk/

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