Voted top 3 best financial services in Edinburgh
Private Clients
Our extensive range of services for our private clients ensure we are able to cater to all your financial needs.
Business Clients
Our corporate team can consult on and provide a complete range of financial tools.
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, 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 Association of Professional Financial Advisers.
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.
Additionally as expert Independent Financial Advisers, we are regularly asked to speak in the national media as industry experts and commentators and recently have appeared in media such as The BBC, The FT, The Independent, The Guardian, Daily Mail, The Daily Express, The Observer, The Scotsman, Scotland on Sunday, Moneywise and a host of other publications and websites (Please see our In The Press section).
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 £8 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, Fife 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.
About Us
We are fully qualified by The Chartered Insurance Institute and are members of The Personal Finance Society together with the Association of Professional Financial Advisers.
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.
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, tranfer 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.
Business Clients
Investment of Corporate Capital
Investing longer term cash reserves from the balance sheet for growth and income.
Renumeration Strategy for Directors, Executives
Making sure that you have the right renumeration structure and strategy to provide top benefits, maximise profits and minimise tax for your Directors and key staff.
Shareholder and Partnership Protection (Business Will)
If you were to die, would your chosen beneficiaries want to be involved in the business and how would they get the value of your shareholding? Helping with providing your fellow shareholders with the funds to purchase your shares and pass the full value of your interest to your beneficiaries.
Employee Benefit programmes:
Group Life, Income Protection and Critical Illness
Comprehensive employee benefits that are key to providing a package to attract, reward and retain your workforce.
Group Private Medical Insurance
Caring for your employees and their families. Reducing their absence from work waiting for medical treatment, means they can get back to work quickly. Whether providing a new scheme, or rebroking an existing scheme we can help you provide the right benefits at the right cost.
Auto Enrolment
Retirement Planning for You and Your Employees
The Government has introduced workplace pension reforms and Auto Enrolment (AE) for Pensions, these changes will affect every employer. Ask us to help you long before your staging date so you can make the right choices for you. We have the whole marketplace of retirement plans that will provide both you, and your employees, with highly efficient retirement solutions that benefit from tax relief.
Simply call us on 0131 229 0608 to arrange a consultation.
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.
Our Team
William Hunter
William founded Hunter Wealth Management in 2011.
Highly experienced and qualified.
Previously he built and subsequently sold a highly successful financial advisory business after 18 years advising clients.
He wanted to set up a new business that was Independent of any company and could offer the very best from the whole market for his clients, this culminated in Hunter Wealth Management.
He prefers long term relationships with clients and out of work, enjoys family life, sport and country walks.
Grant Lennie
Grant has been an independent financial adviser for too many years to mention and is also highly experienced and qualified.
Having worked for many years with other advisory firms before joining Hunter Wealth Management and initially came from a banking background his advice is very well received by his clients.
He is based in Auchtermuchty in Fife and services clients in Fife, Perthshire and the central belt.
He is married with three daughters and loves long country walks with his dogs.
Darren Hunter
Darren runs the back office and has been with Hunter Wealth Management for
5 years.
Darren has achieved his Chartered Institute of Insurance examinations for mortgage and protection and is continuing his study.
A father of three, all under the age of 2, his family time is understandably very busy and doesn’t leave time for much else.
Abbi Edwardson
Abbi joined Hunter Wealth Management in January 2020 and is learning the ropes.
Wirth her enthusiasm for great customer service and hunger for learning about financial services she is a great addition to the team.
Grant Hutton
Stephen Wilson
Get in Touch
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)
Don’t Wait Any Longer. Start Forging Your Own Path Today!
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