Testimonials


"Please convey our thanks to Jonathan for his diligent attention to our needs and the way he was able to answer all our questions."

Graham & Marian Hall

"Jonathan - I would like to say how much Tricia and I appreciated the time we spent with you yesterday. It was helpful, constructive and informative. You have a very real talent to summarise and deliver complex messages in a meaningful empathetic way. We very much look forward to taking the next steps."

Mike & Tricia Buckingham

"Thank you for our meeting which again was very helpful. Meeting with you is always such a pleasure and inspiring. H was thoroughly pleased with everything, secured and encouraged. And she said that you were indeed all that we had said!"

D.T.H. (Stratford-upon-Avon)

"This is my first venture into any kind of personal finance. Your candour and patience with me are very much appreciated."

A.S. (London)

"You have a rare skill in getting across complex issues and ideas in an unpatronising manner, making things clear and understandable to the lay person. Something I have always longed for."

L.W. (Bath)

"I wanted to say a big thank you to Jonathan on behalf of the family, and especially from my Dad, who would have been so very pleased with the final outcome of the estate. This year should see the family able to draw a line under the estate and to continue life with the loving memories of our parents. A sincere thank you. We could not have done it without you."

A.B. (Abingdon)

"Let me say that we are really pleased with your approach and advice. We particularly enjoy your "finance is just part of your life" philosophy, as I know that what you offer and what we buy are different. We are buying reassurance, big time (because finance is part of our lives and we only have one life). You offer your expertise, organisation, attention to detail, interpersonal skills and methodology. You are giving us reassurance, so thank you!"

C.L. (Oxford)

"May I just repeat our sincere appreciation of the advice you have given us over the years Dominic. We are very happy with the performance of our modest portfolio and with the way that your advice has given us a comfortable and fulfilling retirement.  "

D.P. (Suffolk)

"Thank you again for the caring way you have dealt with our Auntie V and her finances. It's a great weight off our minds and she is very happy with it too."

P.C. (Wallingford)

"I just wanted to say thank you very much for taking time to talk me through the pensions maze! You have been extremely helpful in helping me to make a decision."

Tracey Smith

Expert Opinion…

EWM portfolio and funds review | Spring 2017

Jonathan, May 16th, 2017

In our last blog, we wrote about behavioural biases and how they can affect us all as investors by pulling us off course if we succumb to their siren call. Let’s face it, if we wanted to, we could find plenty of reasons in the 24 hour news feeds every day to […]

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These foolish things…

Dominic, April 26th, 2017

As investors, we have to contend not only with the erratic and unpredictable nature of markets but also the erratic and irrational way in which we think and behave. ‘‘If I have learned anything in my 52 years in this marvellous field, it is that, for a given individual or institution, the […]

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Why Does Diversification of Investments Reduce Risk?

Jonathan, March 8th, 2017

Diversification helps you protect invested capital If you’re thinking about investing money, the chances are that you’ll have encountered the term “diversification” but might not know exactly what it means or why it’s important. Why does diversification reduce risk? While diversification may sound like a fund manager’s buzzword, it’s actually a crucial […]

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