Your wealth at a glance
Traditionally, you only know the value of your investments when the statement arrives, and it is already out of date. In volatile times such as now it may already be too late to prevent a fall in value or switch into assets that can benefit from a recovery.
How useful would it be for you to see the your shares, your pensions , your bonds and in essence your wealth, in real time, on a computer where ever you are in the world?
We think 'extremely useful', which is why over the last couple of years; we've been developing the Johnson Hunt wrap planner.
As a client, you're able to access information on all your assets and obtain an up to date valuation at any time you like. And not just the obvious things like investments and pensions. You can include literally any asset - things like fine wines, classic or vintage cars, property and so on. In other words, you can access a complete picture of your financial well-being, whenever you want and as often as you want.
And it will save you time. The traditional searching for and requesting statements and valuations is a thing of the past. At the touch of a button, your yearend reports can be produced effortlessly in a format suitable for you and your accountant.
It will help us to help you too. We can more readily monitor your investments, take a wider, more holistic view of your wealth and thereby make more regular adjustments and recommendations. And that means we can advise you on investment opportunities more easily and more quickly.
Our business structure
Johnson Hunt is not a national firm nor does it profess to have a myriad of advisors. What we do have is local advisors who have the ability to offer...
Test the benefits to you
If all this sounds interesting and exciting, view an online demonstration of how our wrap planner works in practice.
Find out more
If you think we can help with your wealth planning or financial management, please get in touch so we can discuss your particular needs.
Try it for yourself
View an online demonstration of how our investment management service called wrap planner works in practice
Case Study
Johnson Hunt offered us a refreshing approach to our funding needs and the flexibility they offered was not available from more traditional institutions.
Contact Us
Grimsby
Call: 01472 362884
Hull
Call: 01482 755021
Lincoln
Call: 01522 243002
Louth
Call: 01507 204001
Scunthorpe
Call: 01724 553001
Johnson Hunt © 2009 HOMEPAGE | WHY US | CLIENT SERVICES | NEWS | CONTACT US | PRIVACY POLICY
Johnson Hunt Wealth Management Limited is dedicated to providing a wealth management service in the fullest sense. Our aim is to preserve and grow family wealth for future generations, with a combination of successful investment strategies and careful tax planning. The essence of our business is the provision of bespoke investment, pension and financial planning advice. Based on this principle we build strong, trusting and lasting relationships with our clients who are all treated as individuals.
Johnson Hunt Wealth Management Limited (04203243) is registered in England at 15 Dudley Street, Grimsby North East Lincolnshire DN31 2AW and is Regulated and Authorised by the Financial Services Authority . Tel + 44 (0) 1472 362884 - Calls may be recorded/monitored.