Expert Wealth Management offer a number of financial services including financial planning, inheritance tax planning, estate planning, retirement planning, and much more. Here are some reasons why Expert Wealth Management have developed a reputation for being one of the best providers on the market today.

1. Expert Wealth Management
About Us:
What we do and why you should
choose us.
01993 772467
www.ExpertWealthManagement.co.uk

2. An Overview:
We are Chartered Financial Planners providing high quality
financial planning services to all our clients. We have
designed our services to be suitable for certain client types
where we believe we are able to add the most value to
their circumstances.
01993 772467

3. Our Services:
We offer:
Financial Planning
Investment Management
Retirement Planning
Estate Planning
Divorce Advice
Inheritance Tax Planning
01993 772467

4. Our Values:
Expert Wealth Management will play an active part in
the development, promotion and upholding of the
Personal Finance Society Code of Ethics.
At Expert Wealth Management we exceed the
requirements of the code when dealing with our
stakeholders including Clients, Professional
Connections, Investment Companies, Our Suppliers
and Staff Members.
01993 772467

5. Why Expert Wealth?
1. We provide long term,
practical financial guidance
in a world where change is
speeding up and making the
future more uncertain.
01993 772467

6. Why Expert Wealth?
2. We deliver a solid, evolving
lifetime financial game plan
that large institutions and
governments can no longer
provide.
01993 772467

7. Why Expert Wealth?
3. We provide customdesigned knowledge and
wisdom on financial matters
in a world of overwhelming
and confusing information.
01993 772467

8. Why Expert Wealth?
4. We act as a single,
personal coordinator of many
kinds of important experts
bring them together to the
benefit of our clients.
01993 772467

9. Why Expert Wealth?
5. We produce a process of
short cuts and time savers
that is impossible for the
untrained to understand or
implement.
01993 772467

10. Why Expert Wealth?
6. We provide increasing
clarity, confidence and
capability essential to our
clients individual financial
progress.
01993 772467

11. Why Expert Wealth?
7. We deliver a professional
frame work supporting our
clients financial goals that will
be even more valuable to
them 25 years from now.
01993 772467

12. Why Expert Wealth?
8. We take advantage of
superior financial tools and
systems that are continually
developed to multiply our
clients wealth.
01993 772467

13. Why Expert Wealth?
9. We undertake continual
learning on how the most
successful people financially
lead their lives and share that
knowledge to enhance our
clients outcomes.
01993 772467

14. Why Expert Wealth?
10. We use our financial
planning skills to enhance our
clients lives by helping them
achieve their life time
ambitions and financial goals.
01993 772467

15. Want to know more?
Get in touch with us by visiting
our website:
ExpertWealthManagement.co.uk
Or call: 01993 772467
01993 772467