Hunter Aitkenhead & Walker, Chartered Financial Planners

Independent Financial Adviser Hunter Aitkenhead & Walker Ltd, Unit 4, Brook Park, Gaddesby Lane, Rearsby, Leicestershire, Leicester, LE7 4ZB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
19th August 2019
Independent advice from Chartered financial planners. Helping people plan their retirement or retire now. Final-Salary & Defined-Benefit pension specialists.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
Meet our advisers
Alasdair Walker Chartered Financial Planner
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Rob Handford
Chartered Financial Planner
Jim Aitkenhead BA (Hons) Econ, FCII, APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Jim has looked after me for some time now and has given sound advice both leading up to and during the early years of my retirement. I will now be looking at inheritance planning and expect to receive the same good advice. His monthly financial report is also helpful.
Owen, company director, Leicestershire
I needed to set up life insurance. Alasdair was quick to reply to any queries I had and produced a good set of quotes outlining the pros and cons to each. He helped me make the best decision to get the best deal.
Josh, web designer, Leicestershire
Alasdair is very well organised, very knowledgeable and very personable. He maintains a good working relationship whilst also engaging with personal detail. He is both responsive and pro-active in the financial relationship and is welcoming of queries. He explains clearly and in depth and takes pride in delivering a quality service. His written reports are excellent and always follow directly from our meetings.
Steve, retired teacher, Essex
Alasdair gave me very clear and objective advice and took time to explain the various options available to me. He was patient with my questions and has been extremely prompt in replying to emails and calls and with all correspondence.
David, property manager, Leicestershire
Alasdair listened to the advice I wanted to receive and produced several different scenarios for my financial planning. These were produced quickly. He was very pleasant and transparent about his services and did home visits, which I very much appreciated.
Lucy, university lecturer, Leicester
It was a pleasure doing business with you as you were courteous, helpful and professional at all times. You came up with better solutions than I would have otherwise.
Hardev, recent retiree, Leicester
Having retired and with a pension pot to invest, needing a Financial Expert in whom you trust and can rely on for sound advice, I turned to Jim Aitkenhead and his team, confident that they would ‘keep me safe’ and guide me in maximising the returns from my investments without putting me at undue risk. Hunter Aitkenhead have continued to guide my savings and investments and I continue to have faith in their sensible and helpful advice which is always fully explained. The most significant and essential requirement for a Financial Advisor’s clients is good communication on a regular basis. And with Hunter Aitkenhead this what I receive: receive regular reports on how the world of finance is going and how it relates to my situation.
Tony, retired company director, Leicester
I was considering transferring my final salary benefits. Alasdair was happy to talk round the subject without my committing to his services. He quoted a reasonable fee and outlined clearly what he would do for this. His advice was provided in a detailed but clear report. I liked the fact that whilst his report presented the pros and cons of my proposed transaction, it presented clear unambiguous advice. Because I was paying a fee he had no vested interest in whether I proceeded or not. Yes, I proceeded with the transfer, and he ensured that it went through smoothly with my chosen provider. I like the fact that some months down the line I have been able to contact Alasdair and he has addressed a couple of questions that have come up.
Matthew, pension professional, Rothley
Where to find us

Hunter Aitkenhead & Walker Ltd, Unit 4, Brook Park, Gaddesby Lane, Rearsby, Leicestershire, Leicester, LE7 4ZB

Make an enquiry
About us

A recent survey showed that 97.3% of our clients would recommend us to their friends and family, while 96% said working with us had helped them to achieve their goals.

We specialise in working with three groups:

• People planning for their retirement:

Whether you are in your 20s, 30s, 40s or 50s, we will help you to plan to retire on your terms; at a time of your choosing with the income you need

• People retiring now:

If the time has come to finish work, we will help you understand what retirement means for you and then recommend the most appropriate way to draw an income from your pensions, savings and investments

• Higher earners:

People earning over £100,000 each year face a unique set of challenges when planning their retirement. We can help you avoid the pitfalls while taking advantage of the many opportunities.

Final Salary & Defined Benefit pension specialists:

We also have a specialism in working with people who are members of Final Salary and Defined Benefit pensions.

We will help you navigate the issues created by these schemes, whilst taking advantage of the opportunities now available.

Our services

Independent:

We are Independent Financial Advisers.

Chartered - “The gold standard of financial advice”:

We are proud to be Chartered Financial Planners. This demonstrates our commitment to higher professional standards and means we are bound by a code of ethics.

Local:

Based in the heart of Leicestershire we are within easy reach of Leicester, Loughborough, Melton Mowbray and Nottingham.

History:

Now in our 40th year, we put that experience to great use when advising our clients. There isn’t much we haven’t seen before!

Fairness:

We believe in transparency and fairness. That's why we publish our fees online.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Compliance

Hunter Aitkenhead & Walker Ltd are authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register (www.fca.org.uk/register) under reference 116336.

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