Jonathan Hunt

What were the circumstances that caused you to initially look for an adviser?

Financial long term planning

How has Jonathan Hunt helped you?

Already ticked the boxes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

More help on inheritance planning

What were the circumstances that caused you to initially look for an adviser?

Retiring and looking for investing for the future

How has Jonathan Hunt helped you?

Great advice. Thinks holistically about the family's circumstances rather than an individual. Totally non-pushy. Very personal

Have you seen the outcome you were hoping for?

Investments doing well. Currently going through inheritance planning.

What could they have done better?

Nothing.

Please provide a brief comment about your experience with Jonathan

So far Jonathan has been excellent with explaining, exploring and offering reassurance and clarity on our future retirement plans.

What were the circumstances that caused you to initially look for an adviser?

We needed advice about Forty years ago when my husband was working in Germany, managing savings and all branches of financial planning. Over time our needs changed with advice on family matters and how to manage pensions, trust funds and taxation.He has managed our finances since then. Jonathan has managed our savings and investments since then. He has always acted in our interests .

How has Jonathan Hunt helped you?

Jonathan was very helpful when my husband died four years ago. It was so useful to have had this relation ship at this difficult time, much eased by having known him for forty years. He has continued to advise on all branches of financial management, explaining the facts and the technical terms. I have been confident to follow his advice about plans for the future, and hopefully being able to aid the Grandchildren to achieve their goals.

Have you seen the outcome you were hoping for?

Yes, definitely. His advice has been invaluable in not being frightened by changes in the investment market .

What could they have done better?

Nothing.I have felt I could always ask EWM for additional help, for instance when confronted by scam letters.

What were the circumstances that caused you to initially look for an adviser?

When my wife died, I needed someone I could trust, to combine our resources in a useful manner.

How has Jonathan Hunt helped you?

By successfully completing the task above

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All seems fine