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

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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.

21/10/2026

Great people deserve the opportunity to grow.

At Expert Wealth Management, investing in our people is just as important as investing in our clients. From mentoring and study support to professional development and wellbeing, we’re committed to helping our team grow and thrive.

🎥 Hear Caitlin and Kerry share their experience: https://www.expertwealthmanagement.co.uk/building-a-career-at-expert-wealth-meet-kerry-and-caitlin

20/10/2026

From intern to permanent team member! 👏

Ashley first joined Expert Wealth Management through an internship while studying at Coventry University, and he certainly made an impression!

From showing initiative and a real eye for detail to exploring how technology and AI could support our business, Ashley brought enthusiasm, curiosity and a collaborative approach to everything he did.

Following his internship and further project work with us, we're delighted to welcome Ashley to the team permanently. Welcome aboard, Ashley! 🎉

16/10/2026

🤖 Can AI answer your money questions?

AI can provide information, but good financial planning is about more than knowing the answers. It’s about making the right decisions and sticking to your plan when it matters most.

Read our latest article to find out where AI can help, and where human advice makes the difference.

🔗 https://www.expertwealthmanagement.co.uk/the-machine-that-answers-everything/

14/10/2026

“It's given me peace of mind... and the permission to go and spend money.”

After major life changes, Sarah wanted to feel secure about her future. Financial planning gave her the confidence to enjoy life and spend without the same worries.

Watch Sarah’s full story: https://www.expertwealthmanagement.co.uk/case-studies/sarah-price

07/10/2026

Great financial planning is about more than just a plan.

Caitlin and Kerry share how they support clients throughout their financial planning journey.

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

30/09/2026

“I didn't have a backup plan for pension or care.”

Marion shares how financial planning gave her the confidence to enjoy life, spend more freely and feel secure about her future.

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

23/09/2026

What makes a great financial planner, client relationship manager or paraplanner?

A genuine desire to help people.

Hear Dan and Harry share what they believe really matters in these roles.

🎥 Watch the full discussion: https://www.expertwealthmanagement.co.uk/a-career-at-expert-wealth-meet-dan-and-harry

18/09/2026

Is your money sitting safely on the shelf, or is it being given the opportunity to grow? 🌱

Our latest article explores the difference between keeping money safe and putting it to work for the long term.

Read the full article: https://www.expertwealthmanagement.co.uk/dead-money-living-money/

16/09/2026

Money isn’t just numbers - it comes with emotions.

Sarah shares how her financial planning journey helped bring clarity to her situation, build confidence and give her greater peace of mind.

🎥 Hear Sarah’s full story: https://www.expertwealthmanagement.co.uk/case-studies/sarah-price/

09/09/2026

“What we wanted to achieve was financial security for ourselves, and a plan for our children’s future.”

For Martin and Phillipa, financial planning was about reducing stress, preparing for retirement and supporting the next generation.

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

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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