Expert Wealth Management

How was Expert Wealth Management formed?

It started with a feeling that financial planning could be done better.

Watch the story behind the business 👇 https://www.expertwealthmanagement.co.uk/ -anchor

Most of life happens in the "busy, messy middle."

It's the stage where careers are thriving, families are growing, mortgages need paying and life feels busier than ever. It's also the time when many people are tempted to pause pension contributions, change investment strategies or dip into long-term savings.

The challenge? Small decisions today can have a big impact on your future financial independence.

Read our latest article to discover why sometimes the best thing you can do is simply stick to the plan.

Read more->https://www.expertwealthmanagement.co.uk/the-messy-middle/

❤️ Please support our Trek26 fundraising challenge for the Alzheimer's Society.

http://www.justgiving.com/trek26Cotswolds202626miles-ExpertWealth

At Expert Wealth, we're incredibly proud to be taking part in the Alzheimer's Society Trek26 challenge on 11 July, raising funds to support everyone affected by dementia.

One of the many reasons people enjoy working at Expert Wealth is our commitment not only to our clients, but also to giving back to causes that make a meaningful difference. Supporting charitable initiatives and making a positive impact in our communities is something we're incredibly proud of, and it reflects the shared values that bring our team together.

For our colleague Sue, this challenge is especially meaningful. Like so many families, hers has been deeply affected by Alzheimer's disease and dementia. She has lost loved ones to this devastating disease, supported her mum throughout a 15-year journey with Alzheimer's, and now her sister is facing her own diagnosis.

Sue's story is a powerful reminder of why raising funds for research, support services and hope for a cure matters so much.

If you've already supported us, thank you. If you're able to donate, no matter the amount, we'd be hugely grateful. Every contribution helps make a difference to people living with dementia and the families who support them.

Together, we can help bring hope to those affected and move closer to a world without dementia.

Thank you for your kindness and generosity. ❤️

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 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.

A market “crash”, “Safe” in cash “High-risk” investing.

The language around money quietly shapes our emotions - and our financial decisions. What if the problem isn’t your strategy, but the words you’ve accepted as truth?

Read more -> https://www.expertwealthmanagement.co.uk/the-most-expensive-words-in-finance/

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 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!

What if you could see the market’s tomorrow? Turns out, even perfect foresight can fail. Financial success comes from planning, not guessing. Discover how to prepare for any future → https://www.expertwealthmanagement.co.uk/why-a-crystal-ball-wont-solve-your-financial-future/