Expert Wealth Management is the trading style of Expert Financial Planners Ltd, a UK-based financial advisory firm founded in 2010. The company provides independent, fee-based financial planning and wealth management services to individuals, families, and trustees. Their mission is to help clients achieve their financial and lifestyle goals through long-term, trusted relationships and comprehensive financial planning, including investment management, retirement planning, and inheritance tax advice. They are directly authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

Australia