Dominic Spalding

Dominic Spalding

Expert Wealth Management

Minimum savings/pensions: Over £250,000

0330 038 8942
Based in Witney
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Top Rated 2025
Verified since: October, 2020

4.9 out of 5

118 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 April 2025

    Dominic and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Dominic has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

  • 33

    Positive 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 33 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 03 April 2025

    Dominic and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Dominic has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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

  • 33

    Positive 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 33 first impressions)

I am a highly experienced Chartered Financial Planner with an extensive career in the financial services profession. I had several roles at Friends Provident, then I spent five years at Edmund Gibbs Financial Services (now Shaw Gibbs) as an Independent Financial Adviser specialising in pensions and retirement planning. I set up Expert Wealth Management with Jonathan Hunt in 2004. Expert Wealth were the first Chartered Financial Planner firm in Oxfordshire in 2010 and became a CISI Accredited Financial Planner Firm in 2020 and a CISI Chartered Firm in December 2024. We are the only Chartered and Accredited firm in Oxfordshire. In 2022 Expert was awarded Professional Adviser Firm of the Year UK. I help successful business owners and professionals plan their retirement, achieve clarity peace of mind and confidence so that they are able to align the use of their money with their values.

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

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Savings

Clients' level of financial expertise

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