Expert Wealth Management

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.

We’re taking on the Alzheimer’s Society Trek26 this July! On 11 July, the Expert Wealth team will be walking the Trek26 ...
29/05/2026

We’re taking on the Alzheimer’s Society Trek26 this July!

On 11 July, the Expert Wealth team will be walking the Trek26 Cotswolds challenge, with some of us taking on the full 26 miles and others completing the 13-mile route.

This is something that means a lot to us, and we’re proud to be doing it together as Expert Wealth March for Minds in support of Alzheimer’s Society and everyone affected by dementia.

If you’d like to support us or follow along on our journey, we’d be incredibly grateful.

Support our Trek26 fundraising page here:
http://www.justgiving.com/trek26Cotswolds202626miles-ExpertWealth

Thank you so much for your support.

We Did It! Expert Wealth Management is officially a Certified B Corp! Thrilled to join a global movement of businesses m...
22/05/2026

We Did It! Expert Wealth Management is officially a Certified B Corp!

Thrilled to join a global movement of businesses meeting the highest verified standards of social and environmental performance. This validates our long-standing commitment to people, planet, and the peace of mind we provide our clients.

We’re looking for our next Paraplanner to join our team.Join a B-Corp certified, Chartered Financial Planning firm suppo...
17/04/2026

We’re looking for our next Paraplanner to join our team.

Join a B-Corp certified, Chartered Financial Planning firm supporting around 300 client families. This is a great opportunity to be part of a close-knit, supportive team where your expertise makes a real impact.

If you’re a skilled Paraplanner looking for your next step in a values-led and professional environment, we’d love to hear from you.

Find out more ->https://www.expertwealthmanagement.co.uk/careers-at-expert-wealth/

Big congratulations to:Harry Egginton – now stepping into the role of Chartered Financial PlannerRyan Pettitt – promoted...
13/04/2026

Big congratulations to:

Harry Egginton – now stepping into the role of Chartered Financial Planner
Ryan Pettitt – promoted to Associate Financial Planner
Ben Pearce – moving into the role of Paraplanner
Rob Waddington – now Associate Paraplanner

These changes recognise their growing experience, development, and the roles they’re taking on within the business – very well deserved!

We’re also pleased to welcome Dan Frost and Suzanne Inder to the team as Financial Administrators.

Great to have you both with us!

A brilliant way to mark Financial Planning Week for Expert Wealth Management At the beginning of February, Jonathan Hunt...
25/02/2026

A brilliant way to mark Financial Planning Week for Expert Wealth Management

At the beginning of February, Jonathan Hunt, Dom Spalding and Harry Egginton joined the Financial Planning Clinic at Coventry University, giving students the chance to observe real client-style conversations and see financial planning in action.

A big thank you to Lien Luu for creating such an engaging and supportive environment. Supporting the next generation and helping build confidence and career inspiration made the week especially meaningful.

We’re already looking forward to the next clinic!

Celebrating Our First Expert Wealth Management ScholarshipWe’re incredibly proud to share that Expert Wealth Management ...
19/02/2026

Celebrating Our First Expert Wealth Management Scholarship

We’re incredibly proud to share that Expert Wealth Management has committed £18,000 over three years to Coventry University, funding scholarship places on their BSc Financial Planning and Wealth Management degree. This investment reflects our belief in nurturing future financial planning talent and supporting young people as they begin their professional journeys.

This week, we had the privilege of awarding our very first scholarship recipient, Sam Pickering, during our visit to Coventry University. Sam made a wonderful impression during the day - thoughtful, engaged, and already showing great promise for a future career in financial planning. His passion for learning and the client experience shines through, and we are delighted to support him as he begins this next chapter.

A special thank you goes to Lien Luu, who creates such an engaging and supportive environment for students and has been a fantastic collaborator throughout this partnership.

We are excited to continue working with Coventry University over the coming years and to watch Sam — and future scholars — develop into the next generation of financial planners.

Information only; not financial advice.

Huge congratulations to Harry Egginton and Rob Waddington for achieving outstanding results in their recent CII examinat...
17/02/2026

Huge congratulations to Harry Egginton and Rob Waddington for achieving outstanding results in their recent CII examinations.

Each year, the CII recognises exceptional performance across its qualifications, and we’re incredibly proud that two of our team have received this recognition. Their dedication and commitment to professional excellence truly reflect our values at Expert Wealth.

Please join us in congratulating them.

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

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