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.
Company Details
- Employees
- 15
- Founded
- 2004
- Address
- The Old Dairy, High Cogges Farm, West Wing,united Kingdom
- Phone
- 199-377-2467
- ad****@****h.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- expertwealthmanagement.co.uk
- Keywords
- Financial Planning, Investment Planning, Portfolio Management, Retirement Planning, Wealth Management, Estate Planning, Cash Flow Modelling, Corporate Financial Planning, Family Orientated Approach.
- HQ
- Witney, England
- Competitors
- Evergreen Financial Planning, Oakmere Wealth, The Financial Planning Centre Ltd - Pension Experts, Barwells Wealth, 2mtrust, Temple Mews Financial Planning, Cheltenham Independent Financial Advisers Ltd, First Wealth | Certified B Corp, Chase de Vere, F.H. MANNING FINANCIAL SERVICES LIMITED.
Expert Wealth Management Questions
Expert Wealth Management's helpline number is 199-377-2467
Expert Wealth Management's website is expertwealthmanagement.co.uk
Expert Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/expert-wealth-management
Expert Wealth Management has
15 employees.
View email and phone details for 15
employees at Expert Wealth Management.
Expert Wealth Management's industry is
Financial Services
Expert Wealth Management's top competitors are
Evergreen Financial Planning,
Oakmere Wealth,
The Financial Planning Centre Ltd - Pension Experts,
Barwells Wealth,
2mtrust,
Temple Mews Financial Planning,
Cheltenham Independent Financial Advisers Ltd,
First Wealth | Certified B Corp,
Chase De Vere,
F.h. Manning Financial Services Limited.
Expert Wealth Management's support email address is advice@expertwealth.co.uk
Expert Wealth Management's categories are Financial Services
Expert Wealth Management's founding year is 2004
