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We strive to have long term relationships with clients.

We pride ourselves that the majority of our new clients are introductions from existing clients.

ABOUT US
High-quality independent financial advice from high quality advisers.

Welcome to Hunter Wealth Management, your high-quality independent Financial Advisers, with bases in Edinburgh, Glasgow, Fife and London. 

Our Head Office is  located in Charlotte Square in Edinburgh, our team are available to to provide you with Independent Financial Advice, Wealth Management and Investment Services, Retirement Planning together with Mortgage and Protection Advice. 

We offer an initial meeting, which is a friendly, no cost or obligation chat to discover how we could be of service to you.

As part of Pi Financial Management, we represent one of the leading  financial planning firms with access to some of the 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 regulated via Pi Financial Management with the Financial Conduct Authority.

We work with a variety of clients, providing high quality independence financial advice to individuals, business and corporate clients as well as charities.

Begin the conversation with a member of our team today by contacting us on 0131 229 0608, through our contact page, or send us an email at info@hunterifa.co.uk.

We are ideally served to provide high quality independent financial advice to individual private clients, business and corporate clients as well as charities.

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WHAT WE OFFER
We are fully qualified by The Chartered Insurance Institute and regulated via Pi Financial Management with the Financial Conduct Authority.

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.

Investments – 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 – 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 – Inheritance Tax, Capital Gains Tax or Income Tax Planning. We can help with the complexities by working with your existing professional advisers, i.e. 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 – We can ensure that you and your loved ones are protected against financial risk in the event of death, illness or accident.


Mortgages – The mortgage market can be difficult for even the best candidates to secure the best pricing for you, as completely independent mortgage brokers, we have access to thousands of mortgage products 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  based on your circumstances.



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 a great deal for you from a huge range of lenders, based on your circumstances and have software that allows us to find the best rates. 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 and 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.

We can also offer you financial advice for your business, such as:


• Director Planning

• Employee Benefits

• Tax Planning

• Investments

• Protection

• Auto Enrolment



Contact us today for a free no obligations introduction

Meet the team
staff_images_0005_William Hunter, (dip), PFS, Director
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.

staff_images_0002_Grant Lennie (dip) PFS Independent Financial
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.

staff_images_0003_Grant Hutton, (dip) PFS,
Grant Hutton, Dip, PFS, BA Hons
Chartered Financial Planner

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.

staff_images_0001_Will Kidd, Administrator
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.

Blake - WH
Blake Wales
Administrator

Blake has joined us from another financial services provider and brings a wealth of experience to the admin team. He assists with the day to day management of client tasks.

In his spare time, he is an avid footballer and lives with his partner Becky.