About Expert Wealth Management
Expert Wealth Management is a Chartered and Accredited Financial Planning Firm established in 2004 in Witney, Oxfordshire, serving clients across the Cotswolds and nationally. Founded by Jonathan Hunt and Dom Spalding, the firm has earned significant industry recognition, including being announced as the winner of 'Adviser Firm of the Year – South East' at the prestigious Professional Adviser Awards 2023. This award recognises firms demonstrating outstanding client service, technical excellence, and business growth – placing Expert Wealth among the elite financial planning practices in their region. The firm's Chartered and Accredited status represents the pinnacle of professional standards in financial planning, held by fewer than 5% of UK advisory firms.
Based at The Old Dairy at High Cogges Farm just outside Witney, Expert Wealth Management provides a distinctive environment for client meetings – a beautifully converted rural setting that offers privacy and a relaxed atmosphere away from traditional high-street offices. Despite their Witney base, the firm serves clients nationally, combining face-to-face meetings for local Oxfordshire and Cotswolds clients with video conferencing technology for those further afield. Their approach focuses on goals-based financial planning that provides clients with clarity, peace of mind, and focus on what truly matters. Rather than simply maximising investment returns, Expert Wealth helps clients understand what they want their money to achieve, then designs bespoke strategies aligned with those life goals.
The firm offers comprehensive financial planning and investment management services, including retirement planning, tax-efficient strategies, pension consolidation, and estate planning. Operating on a transparent fee-only basis ensures advice remains genuinely independent, with no product commissions influencing recommendations. Expert Wealth Management's combination of award-winning excellence, Chartered and Accredited status, 20 years of experience, and a distinctive client-focused approach makes them an outstanding choice for Cotswolds and Oxfordshire residents seeking sophisticated financial planning. Their proven track record, industry recognition, and commitment to putting clients' goals at the heart of every financial plan distinguishes them as one of the region's premier wealth management practices.
Fee Structure
Expert Wealth Management operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.