People

Relationships are important in financial planning; you need to be able to trust your financial adviser. Our people are at the heart of our business and on our web site you will find a brief resume of our directors and office manager.

Jonathan Hunt Dip PFS
Jonathan Hunt, independent financial adviser with Expert Financial Solutions, based in Witney, Oxford, Oxfordshire
Jonathan is a director and shareholder of Expert Financial Solutions Ltd. He is a professionally qualified and experienced independent financial adviser specialising in all aspects of retirement planning and corporate work. He is experienced in dealing with small to medium sized businesses and providing advice to shareholding directors on a range of employee benefit packages to suit individual company needs.

Jonathan has been an IFA since April 1998 and has worked in the profession since 1990.

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Dominic Spalding FPFS
Dominic Spalding APFS, Independent Financial Adviser, Chartered Financial Planner, pensions specialist, pension transfers, self invested pensions, pension on divorce - Resolution accredited - and retirement planning at Expert Financial Solutions based in Witney, Oxford, Oxfordshire - read more about Dominic
Dominic is a director and shareholder of Expert Financial Solutions Ltd. He is a professionally qualified and experienced independent financial adviser and Chartered Financial Planner specialising in pensions advice, retirement planning advice including pension transfer advice, retirement income options advice, self invested pensions advice, and pension on divorce. Dominic has worked in pensions since 1983, has been an IFA since May 1999, and is a Resolution accredited IFA for work relating to pensions on divorce.

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Steph Woodward
Steph Woodward from independent financial advisers Expert Financial Solutions, based in Witney, Oxford, Oxfordshire
Steph has worked with independent financial advisers since 1997 and holds the full Financial Planning Certificate (FPC). She is highly experienced and skilled in administering all types of pension arrangements as well as investment business.

Professional Qualifications: FPC parts 1, 2 and 3, The CF9 pensions simplification qualification, and she has passed FA1 Financial Administration (life).

Expert Financial Solutions Ltd chartered financial planners and independent financial advisers IFA financial planners based in Witney, Oxford, Oxfordshire. We provide independent financial advice, pension advice, investment advice, retirement advice, annuity advice, SIPP advice pension drawdown advice, pension transfer advice, wealth management and pensions on divorce advice in Oxford, Oxfordshire, Gloucestershire, Buckinghamshire, Wiltshire and Berkshire, Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. Pension specialists, retirement planning specialists, pension transfer specialists, pension annuities, specialist pension advisers, investment advisers, and inheritance tax IHT mitigation and trust investment. Chartered Financial Planner. Oxfordshire's only Resolution qualified and Resolution accredited IFA for pensions on divorce and financial neutral for collaborative divorce.