Expert Financial Solutions Ltd
West Wing
The Old Dairy
Witney
OX29 6UN
Let’s be frank, because there really is no hiding from it.
When we get to retirement we face one of two possible outcomes; either we outlive our money, or our money outlives us.
The first outcome is highly undesirable; the second allows us to live comfortably, with dignity and independence, however we define those things.
Without a clear, compelling and pound specific financial plan, there is a significant risk that you will outlive your money.
To benefit most from our service you will want the second outcome. You will be:
Planning to retire or sell your business in the next ten years
About to retire and unsure about the options
Already retired and wish to ensure you have sufficient income and financial resources for your lifetime, whilst being able to leave a meaningful legacy for your children and grandchildren
We will help you establish and quantify your goals, craft a plan for you to achieve those goals and create a portfolio with the optimal historical probability of carrying the plan through to completion.
Expert Wealth Management is a trading style of Expert Financial Socultions Ltd (company number 5046798) which is authorised and regulated by Financial Conduct Authority, our FCA number is 401295.
Your Protection: In the unlikely event of your ever having a complaint which we have not been able to resolve amicably, you have recourse to the Financial Ombudsman Service (FOS). This is an independent body which will investigate complaints at no cost to you. The FOS website is www.financial-ombudsman.org.uk.
{{ adviserProfile.bio }}
- {{ i }}
An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.