Company Management

Expert Wealth Management

Financial Services Wing, United Kingdom 15 employees

Employees: 15
Contacts: 2
Emails: 2

expertwealthmanagement.co.uk LinkedIn

Expert Wealth Management Overview

Headquarters: Wing, United Kingdom
Phone Number: Available in AeroLeads
Website: expertwealthmanagement.co.uk
Industry: Financial Services
Employees: 15
Founded: 2004
Funding: ,
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Planning Portfolio Management Retirement Planning Wealth Management Estate Planning Cash Flow Modelling Corporate Financial Planning Family Orientated Approach

About Expert Wealth Management

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.

Expert Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage

Expert Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Robert Waddington	Client Relationship Manager @ Expert Wealth Management	Greater Oxford Area, United Kingdom	View
Ryan Pettitt	Paraplanner at Expert Wealth Management	United Kingdom	View
Jonathan Hunt	Working with Clients to Help Them Achieve Their Dreams Through Financial Planning. Husband & Father Who Loves Adventure.	High Cogges, England, United Kingdom	Email
Sue Metcalfe		Greater Oxford Area, United Kingdom	Email