0330 038 8942
Based in Witney
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Dominic and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 June 2025
Dominic and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Dominic has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dominic has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Dominic has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Dominic has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dominic has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dominic has provided information on their typical fees
Dominic has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
34
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dominic (based on 34 first impressions)
100% of users who are not yet clients had a positive first experience with Dominic
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dominic (based on 34 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Dominic and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 June 2025
Dominic and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Dominic has received 22 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dominic has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 26 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Dominic has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Dominic has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Dominic has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dominic has provided information on their typical fees
Dominic has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
34
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dominic (based on 34 first impressions)
100% of users who are not yet clients had a positive first experience with Dominic
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dominic (based on 34 first impressions)
Helping successful business owners and professionals achieve clarity, confidence and peace of mind from financial complexity. I do my best work with people who recognise that money is a tool to be aligned with what is truly important, experiences, relationships and legacy. In 2004, I co-founded Expert Wealth Management with Jonathan Hunt. Today, our team of 12 provides comprehensive financial planning to client families from our beautiful offices at High Cogges Farm in Witney. Expert Wealth is proud to be both a CISI Accredited Financial Planning Firm and a CISI Chartered Firm — currently the only firm in Oxfordshire with both accreditations. In 2022, we were honoured to be named Professional Adviser Firm of the Year UK.
Offers available through VouchedFor
Contact Dominic through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Dominic's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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