AMIA Wealth Management Ltd
Very personal and friendly service, based in the west end of Edinburgh. Truly independent advice, with the client's best interest always at the centre of what I recommend.
We can advise you on
check
Pensions & retirement
chevron_up
check
Pension consolidation
check
Pensions & retirement planning
check
Financial planning
chevron_up
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Savings for children
check
School fees planning
check
Insurance & protection
chevron_up
check
Accident & sickness
check
Buildings and contents
check
Income protection insurance
check
Tax & trust planning
chevron_up
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long Term Care
chevron_up
Last authorised 16th November 2020
Meet our advisers
Hugo Balfour-Melville
Independent Financial Adviser
Qualifications & Accreditations
chevron_up
Dip PFS - Personal Finance Society Diploma (PFS)
chevron_up
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
Hugo took the time to make sure that I was fully aware of a number of possibilities for planning my retirement income. Once I had decided he set everything up for me and continues to provide annual reviews / updates. I am very happy with the recommendations that I received.
Mr L, Edinburgh
Hugo provides us with clear and helpful advice as well as being very responsive to any queries that we raise. We're very satisfied with his accessibility and assistance.
Mr C, Edinburgh
Hugo presented us with all of our options and offered coherent advice as to the best strategy to take.
Mr J, Edinburgh
Initially he took time to assess our existing savings plans and also our future needs and the timescale involved. As a result we radically changed our approach to pension planning and benefited greatly. He keeps in regular contact and is always available for advice. He is very easy to talk to and very pleasant to deal with.
Mr C, Edinburgh / Bath
Hugo has been advising us now for 8 years and we are very happy with the advice he has given and the performance of our portfolio. Hugo listens to our needs, answers our queries clearly and concisely and deals with our requests promptly. He is also very friendly and approachable.
Mrs S, Edinburgh
About us
I have built an established business in Edinburgh, advising mainly private individuals on investment and retirement planning strategies.
I offer a range of fee options to suit all types of advice.
I am fully equipped to deal during and after Covid 19 lockdown, with fully encrypted email / document sharing, and Microsoft Teams for secure virtual meetings.
Client websites allow you to message me securely and view valuations daily on your investments.
Our services
Investment management and advice
Reviewing existing investment portfolios
New investment portfolios
Ethical investment advice
Tax planning before and after retirement
Personal pension contributions
Director / Limited Company pension contributions
Pension fund investment advice
Income Drawdown advice
Annuity advice
Inheritance tax planning
Life Assurance
Critical illness insurance
Income protection insurance
Where to find us
Head office address: 2 Walker Street, Edinburgh, EH3 7LB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
