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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Capital gains tax
Group critical illness
Group income protection
Group life insurance
Last authorised 1st March 2021
Meet our advisers
Mr Hugo Balfour-Melville
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
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.
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.
Hugo presented us with all of our options and offered coherent advice as to the best strategy to take.
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.
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.
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.
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
Inheritance tax planning
Critical illness insurance
Income protection insurance
Where to find us
Head office address: 2 Walker Street, Edinburgh, EH3 7LB
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Online (Live chat, video, email)
Face to face