hunterifa.co.uk
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Submitted URL: http://hunterifa.co.uk/
Effective URL: https://hunterifa.co.uk/
Submission: On June 06 via api from US — Scanned from GB
Effective URL: https://hunterifa.co.uk/
Submission: On June 06 via api from US — Scanned from GB
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2 West Maitland St, Edinburgh EH12 5DS, UK 0131 229 0608 info@hunterifa.co.uk www.hunterifa.co.uk CALL US NOW Primary Menu * HOME * ABOUT US * SERVICES * MORTGAGES * * MEET THE TEAM * TRUST PILOT * CONTACT US * Providing high quality financial advice for nearly 30 years ABOUT US High-quality independent financial advice from high quality advisers. Our first meeting is always friendly, no cost or obligation and please contact us on 0131 229 0608, through our contact page, or send us an email at info@hunterifa.co.uk As part of Fairstone Financial Management, incorporating one of the UK’s largest Chartered Financial Planning firms, we have access to some of best independent research systems, state of the art technology software and robust compliance processes in the industry. We are fully qualified by The Chartered Insurance Institute and are members of The Personal Finance Society together with the Personal Investment Management & Financial Advice Association (PIMFA) We are ideally served to provide high quality independent financial advice to individual private clients, business and corporate clients as well as charities. We strive to have long term relationships with clients. We pride ourselves that the majority of our new clients are introductions from existing clients. WHAT WE OFFER We are fully qualified by The Chartered Insurance Institute and are members of The Personal Finance Society together with the Personal Investment Management & Financial Advice Association (PIMFA) We are ideally served to provide high quality independent financial advice to individual private clients, business and corporate clients as well as charities. We pride ourselves as an experienced, high quality, advisory wealth management service and seek to build and maintain long standing relationships with clients, whether corporate or private. We would be delighted to meet with you and will give you a very warm welcome and your privacy is assured. CLEAR We are completely whole of market Independent Financial Advisers (IFA). We are Part of Fairstone, Financial Management, one of the UK’s largest Chartered IFA and Wealth Management businesses, advising on over £13 Billion of assets under management. We advise Private and Corporate Clients and we provide high quality, clear, unbiased, independent financial advice. TRANSPARENT Our first meeting is always free of charge, or obligation. We are completely transparent and upfront with all costs, so you are always in full control. Please call us now on 0131 229 0608 for a free meeting or use our contact page QUALITY ADVICE We offer the highest quality Independent Financial Advice from highly qualified, experienced advisers. We predominately cover Edinburgh, Glasgow and the Central Belt, however have UK connected clients worldwide. We are members of The Personal Finance Society and The Association of Professional Financial Advisers. PRIVATE CLIENTS Investments – Making it easy Whether for growth, income or a combination of both, we fully consult with you to understand which investment is right for you with the correct level of risk and potential reward selected from the whole market, in the best tax efficient manner possible to you. Retirement Planning – Helping you make the right choices Whether building savings for your future, making decisions at retirement or effectively managing your income and capital in retiral, pension switching, transfer service, and drawdown advice we can provide expert help. Tax – Helping you plan effectively. Inheritance Tax, Capital Gains Tax or Income Tax Planning. We can help with the complexities by working with your existing professional advisers, ie your Solicitor or Accountant, (or recommend a specialist to you) if required. We can ensure that your situation is optimised to reduce or eradicate any tax liability. Protection – Looking after the ones who count. We can ensure that you and your loved ones are protected against financial risk in the event of death, illness or accident. Mortgages – Helping you get the best rate. Fully ensuring you get the best deal and advice from the whole of the market. MORTGAGES We are able to help you get the very best mortgage for your individual circumstances. The mortgage market can be difficult for even the best candidates to secure the best pricing, as completely independent mortgage brokers, we can source from the whole marketplace and have software that allows us to see every rate in the UK. Using this information and overlaying your situation, we can help you find the best pricing out there for you. So let us help and make it easy for you. We work with your Solicitor, Surveyor and Accountant to make everything go as smoothly ands efficiently as possible. Just call us on 0131 229 0608 or use the contact us tab and we will call or email you right back. CORPORATE SERVICES • Director Planning • Employee Benefits • Tax Planning • Investments • Protection • Auto Enrolment * PRIVATE CLIENTS * MORTGAGES * CORPORATE SERVICES Meet the team William Hunter, Dip, PFS Director William has been providing high-quality financial advice for nearly 30 years and founded HWM in 2011. He enjoys long-term relationships advising and looking after his clients as well as running the business. In his private life, he has 4 children and enjoys traveling, playing tennis and golf, watching sports, and spending time with his family. Grant Hutton, Dip, PFS, BA Hons Independent Financial Adviser Grant has been advising since 2015, having worked in advisory businesses since leaving University in 2006. He has built up great experience advising clients on investments, retirement planning, legacy / estate planning and protection needs. Based in Glasgow, Grant covers all of Central Scotland in and around Glasgow & the West, as well as travelling to Edinburgh regularly. In his free time Grant enjoys keeping his 2 daughters Katie & Mhairi occupied, with his wife Rona, and also has keen interests in Photography, Golf and Cooking. Grant Lennie, Dip, PFS Dip, PFS, Independent Financial Adviser Having been in financial services for the last 30 years working as an IFA. Living in Auchtermuchty, and primarily covers Fife, Perthshire, Glasgow and the Central belt. Specialising in pensions and investments and has a wealth of experience in all aspects of portfolio and retirement planning. Offering a focused and highly personalised service, evidenced by a high number of long lasting client relationships. When not working he enjoy exploring the Fife countryside with my wife, family and the dogs. Darren Hunter Cert CII MP Office Manager, together with Mortgage , Commercial Lending and Protection Specialist The busiest man in HWM. Darren runs the office day to day and provides support to the advisers. Operating a dual role, he is also the lending and protection specialist and helps individuals and businesses with mortgages together with BTL and commercial loans. Outside of work, he has 3 small children and also enjoys socialising with friends and watching sports. Will Kidd Administrator Will has worked in financial services for over 10 years. His role involves providing administration and paraplanning assistance to the Financial Advisers. In his spare time, he enjoys playing and watching football, socialising with friends and spending time with his family, recently becoming a father for the first time to baby Aria. Emma Roy Administrator Emma is the offices admin apprentice, who is developing her skills in the business. She fitted in straight away and she is keen, able and really enjoys working in a fast paced client facing environment. She helps with regular administrative tasks around the office, and in her spare time enjoys fitness and reading, as well as enjoying poetry and Shakespeare.. We are part of 00 Wealth Clients 00 Operational Staff 00 Advisers 00 Transactional Clients #1 RATED WEALTH MANAGEMENT HOUSE ON TRUSTPILOT AND ***** ON WWW.VOUCHEDFOR.CO.UK IF YOU WOULD LIKE TO SPEAK TO A MEMBER OF OUR TEAM PLEASE FEEL FREE TO USE THE CONTACT DETAILS PROVIDED. ALTERNATIVELY FILL OUT THE FORM BELOW AND A MEMBER OF OUR TEAM WILL BE IN TOUCH AS SOON AS POSSIBLE. (WE AIM TO GET BACK TO ALL ENQUIRIES WITHIN 24 HOURS) Hunter Wealth Management is a trading name of Fairstone Financial Management Limited, authorised and regulated by the Financial Conduct Authority (FRN 475973) The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk E: info@hunterifa.co.uk | T: 0131 229 0608 | 2 West Maitland St, Edinburgh EH12 5DS, UK | Site build by mb media