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.

Professional Services

Expert Wealth Management

Expert Wealth Management's headquarters in Witney, United Kingdom

Directors & Chartered Financial Planners

Jonathan Hunt

Dom Spalding

Ryan Pettitt

Robert Waddington

Ayesha Black Dippfs

Harry Egginton

Daniel Evans

Sue Metcalfe

This department focuses on creating and managing personalized financial plans for clients.

Financial Planning

This department focuses on managing and enhancing relationships with clients to ensure satisfaction and retention.

Expert Wealth Management

Org chart

Teams

Financial Planning

Client Relations

Offices

Expert Wealth Management

Org chart

Teams

Financial Planning

Client Relations

Offices

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