Hunter Wealth Management Limited

Independent Financial Adviser  2 West Maitland Street, Edinburgh, City of edinburgh, EH12 5DS
First meeting at adviser's own cost
Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
William Hunter Dip PFS
Director

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Christopher Evans Chris
Senior Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Grant Lennie Grant
Senior Adviser
What our clients say
I have used the professional services of William Hunter for several years now, and have been very happy with the relationship. He listens carefully to my stated requirements, offers options which are described in straightforward terms, and implements decisions in prompt fashion, aided by his responsive office support team. William has also facilitated access to other professional services (Legal, Stockbroking, Foreign Exchange) and always offers appropriate access to his network of professionals. I am more than happy to endorse his credentials. I have happily recommended him to others.
Mr & Mrs Graham, International and now Edinburgh
I’ll be perfectly honest with you. I think saving for a future that may never happen is the most ridiculous thing ever. Pensions? Pah. But William Hunter is the only man who managed to make me do just that. He’s a fantastic IFA with, importantly, a great sense of humour and fantastic team around him. And I know what I’m on about as I’ve dealt with hundreds of IFAs over the years in my previous life as a financial journalist. Since we’ve started with Hunter Wealth, William has got everything in order – we have protection in case people throw a seven or get crushed by something heavy, we have pensions in case someone dares to live past 50 or 60 and we have lots of other things that are actually very important but I knew nothing about before I met him. All in all, a top guy with a top firm. The only downside is that he’s Scottish but then, as a Welshman, I can forgive him that.
Mr D Hiatt,, Regent Street, London
William Hunter has been a pleasure to do business with! Since our first introduction 15 years ago, I have found William to be supportive, inventive, bright and innovative, all qualities essential for a good financial adviser. No problem appears insurmountable, William appears unflappable. Most of all, I have enjoyed working with him and have had no reservations in recommending him to my friends, all of whom have received the same excellent service.
Mr Edward Green DL, Trustee of the National Galleries of Scotland, Edinburgh and Dorset.
Finding an IFA who can really listen, truly understands, and able to deliver to your specific needs can be challenging. William gained our trust when we realised his focus was genuinely catered to the individual. With his advice, he helped us prioritise our financial needs putting us in a better financial position each time we meet. His professionalism, coupled with our comfortable working relation gives me confidence to recommend his service to anyone and everyone.
Peter and Catherine Ho, Edinburgh
I became a client of William Hunter when I was approaching retrement and needed to have my pension fund invested and managed to provide a reliable income as well as preserving the value of my fund. William gave me clear advice and undertook the practical arrangements efficiently. He also gave me confidence that in him I was dealing with an experienced IFA who was able to assess my needs and recommend the right solution.
Her Honour Heather Swindells QC. (Retired Circuit Court Judge), Edinburgh
I met William Hunter at a networking event, and very soon afterwards became both a corporate and an individual client of Hunter Wealth Management. I have received excellent advice regarding my personal pension and finances, and they sourced an excellent pension provider when my company set up its automated pension system for 75 of my employees. I have no hesitation in recommending Hunter Wealth Management as they are honest, straightforward, and friendly people who have the expertise and professionalism to get the best financial solutions for your needs.
Ms R. Smyth, Owner of a successful Healthcare business., Edinburgh and Fife
Hunter Wealth Management took over the management of my pension a year ago. It was a smooth and seamless transition with all items carefully explained along the way. The communication has been excellent at all times, and above all I have seen an improvement in the performance of the fund. I would happily recommend Hunter Wealth Management. Roger Green, Director Spotless Commercial Cleaning Ltd April 13th 2017
Roger Green, Director, Edinburgh
It has been over 10 years since I handed over control of my pension to you and this year again, saw another growth year far in the excess of the market norm. Your advice over the years for my personal pension investments, my business and my personal finances has been level, unbiased and honest and I would not hesitate to recommend your services. Paul Millan 30th May 3017
Paul Millan, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Returning home from an extensive period living overseas, I needed to ensure I was taking good financial decisions, as I approached retirement. How did William Hunter help you? I have enjoyed a good relationship with Hunter Wealth Management over several years now, and have found them attentive and quick to respond to any specific requests. They are always ready to make themselves available, and have worked hard when required to complete on any urgent actions eg administering changeover of property funding arrangements. Perhaps a more proactive stance towards investment change proposals might be good, but overall I have been very happy with the service provided, especially in terms of speed of response to specific requests. Have you seen the outcome you were hoping for? Yes, happy with outcomes. What could they have done better? Difficult to say - generally very happy with actions recommended, and subsequent outcomes. Particularly appreciate speed of response.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I needed professional financial advice for the future in general, and more specifically, for retirement planning. How did William Hunter help you? William Hunter recently provided financial advice on my proposed retirement, with detailed and meticulous planning appropriate to my risk profile. Everything was explained in a straight-forward and friendly manner via face-to-face meetings and also via e-mail correspondence. Have you seen the outcome you were hoping for? I feel I can now look forward to a carefree and prosperous retirement, planned to begin later this year, with the continued support of William and his team.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? On retirement I needed an IFA to deal with my investments. How did William Hunter help you? Cannot fault the quality of service that I have received over the last 2 years. Have you seen the outcome you were hoping for? Yes.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Pension advice How did William Hunter help you? William gave me fantastic advice on my pension and helped me To invest in the correct company for my needs Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing he is great to deal with and makes everything so easy to understand
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Trust. He is honest, open and I needed that level of trust to go ahead and invest. I don’t have lots but I’m more than happy with what he has done for me. He and his son and so easy to get on with and it’s mutual respect. How did William Hunter help you? Very happy with my investment. Clearly stated and I’m free from worry. Have you seen the outcome you were hoping for? Yes. More than. Glad I took the decision I did. Banks not helpful with low interest rates. Very happy. What could they have done better? I’m not an expert in this field. But I’m more than happy with what William Hunter has invested for me.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Received a large Inheritance and wished to put the money away for when I needed it, and for it to hopefully grow in value. How did William Hunter help you? William has been very clear and engaging to speak to. He has answered all of my questions in great detail and provided extra info for my general knowledge, along with being reassuring of any doubts or worries I’ve had. Very friendly and accommodating. Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing so far
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Wanted a better return on my savings, and to plan for my future How did William Hunter help you? William Hunter, Hunter Wealth Management William has been a great assistance to my wife and I, by being able to introduce and implement many complex financial products (Life Insurance, ISA's, Pension, etc) within in a relatively tight deadline, and without impact to the quality of advice or service that he and his team provide. William and his team are always available to answer any queries, and their honest and straight talking approach is a welcome relief from the many IFA's that we have seen in the past that just tell you what you want to hear. Have you seen the outcome you were hoping for? Yes, so far we have seen a very positive return on the investment, and while we do not plan to release money from it until our requirement, it is good to see that it is outperforming the best savings accounts. What could they have done better? N/A
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Pension advice. How did William Hunter help you? Everything was explained in a clear way, any questions about my pension were answered in a way that I understood. Altogether a complex subject was made clearer Have you seen the outcome you were hoping for? Yes increase in my original investment
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Get better performance from a deferred pension. How did William Hunter help you? Prompt and thorough service making sure of my understanding at each stage of the process. Have you seen the outcome you were hoping for? Work in progress.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I required an Advisor who could handle more complex situations than "run of the mill" advice and William provided me with the information I needed How did William Hunter help you? I have always received great service with no issues. I wouldn't hesitate to recommend HWM to my friends and colleagues. Have you seen the outcome you were hoping for? Yes, I received sensible advice that made sense for my situation What could they have done better? N/A
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? The only way you can invest money How did William Hunter help you? Having been employed on the provider side of the industry, perhaps seeking advice from "the enemy" seemed a bit worrying. William Hunter has proved to be quite reasonable with their advice, and I will continue to ask for their advice. Have you seen the outcome you were hoping for? Yes What could they have done better? Better chocolate biscuits?
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I realised that I had not made sufficient provision for my pension. How did William Hunter help you? Very pleased with the rate of return on my investments in a difficult financial period. Friendly open service. Have you seen the outcome you were hoping for? Yes. What could they have done better? I have no concrete suggestions but that it mainly as I am not a very pro-active client. As far as I can see, William has done as much as he can on my behalf.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I have worked for Royal Mail for some 40 years and decided to unlock some of my pension and decided to invest in stocks and shares. I met with William Hunter who was honest and helpful in providing a number of options that have worked out well. William was very courteous and engaging and extremely professional and knowledgeable. I'd have no hesitation in recommending William to friends and colleagues who are thinking of investing funds in the future. How did William Hunter help you? I an extremely happy with the service provided by Fairstone and in particular engagement/contact with William Hunter the local financial advisor and would recommend to all new customers who are thinking of investing funds in the future. Have you seen the outcome you were hoping for? Yes. The forecast benefits from my investments are as predicted. What could they have done better? I can honestly say that William Hunter was first class in all the dealings I had with him. He is clearly very experienced in the way he goes about his business and I can offer no suggestions for his development.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? William provided excellent service. How did William Hunter help you? William Hunter - Excellent service and advice. Have you seen the outcome you were hoping for? So far so good. What could they have done better? Excellent service with professional advise.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I had a CI settlement which I needed to invest and I needed an expert. How did William Hunter help you? William was able to quickly highlight that inflation was eating away at my settlement in the bank, this was crucial. William then told me what my alternatives were and what the pros and cons of these alternatives were. He assessed my attitude to risk then advised me accordingly, guiding me through the investment process and explaining everything. Have you seen the outcome you were hoping for? Too early to say re that due to external uncertainty in markets prior to brexit and the election, however, there have been no problems and I have every confidence that I have been well advised.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? My mother and I required financial forward planning How did William Hunter help you? I found HWM to be straightforward in what could be a tricky decision making process. I was not rushed to make a decision and the process was explained clearly to me I have already recommended HWM Have you seen the outcome you were hoping for? Not yet, however this investment has only recently been made What could they have done better? Nothing
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Pensions How did William Hunter help you? A friendly and professional service whilst maintaining a reliable source of investments in an effort to get the best return for their clients. Have you seen the outcome you were hoping for? Yes
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I was looking to move my defined benefit pension plans into flexible payment arrangements. How did William Hunter help you? Great advice from the moment of our first meeting to completion of transfer. William Hunter, our IFA, understood exactly what was required both in the short and long term and exceeded our expectations. Great Job. Have you seen the outcome you were hoping for? Yes and continue to do so.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? I was about to retire and I wanted advice about the various pension products that I had and what I could do with them. William gave me advice that i was perhaps hoping for but not expecting. William clearly explained to me the options that i had which were wider than i had expected. How did William Hunter help you? William firstly puts you at ease and thus any meeting with him is very much a conversation where what you have to say is important. He is also very clear and concise in his advice. He does not seek to baffle you with jargon and will take on board thoughts that you have. He makes financial planning enjoyable! Have you seen the outcome you were hoping for? Yes, my financial position is now significantly better than i had thought it was going to be. What could they have done better? I'm not sure I can properly answer this, William continues to give me sound advice and is not unhappy to be challenged on proposals and to discuss their consequences. i hope to get such advice for many years to come.
Verified Client review on Vouched For, Edinburgh
What were the circumstances that caused you to look for a financial adviser? Old fashioned customer service with a company that really cares and treats you as a valued individual How did William Hunter help you? Honest quality old fanshioned customer service with the personal touch Have you seen the outcome you were hoping for? Yes with Williams guidance and no nosebleed approach couldn’t ask for more What could they have done better? Nothing William simply gives sound advice and feed back
Verified Client review on Vouched For, Edinburgh
About us

High quality independent financial advice from high quality advisers.

Part of the national IFA, Fairstone Financial Management Ltd, the UK's largest Chartered IFA business, we manage in excess of
£8 billion of client money,

Using the benefits Fairstone bring, such as a dedicated central investment team,
state of the art technology to allow us to keep your money in the right place, not just initially but also ongoing.

We can help with reviewing your investments, including the use of trusts, as well as also having a dedicated lending adviser in office.

We are qualified by the Chartered Insurance Institute and members of The Personal Finance Society and The Association of Professional Financial Advisers.

Our services

We strive to have long term relationships with clients,

You are a valued client here, not just a number.

We will work with you to make the best of your money, through Investments, Pensions, Savings and Mortgages, to help overall situation.

As a group we manage more than £8 billion in assets.

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

Please call us on <phone number hidden> to arrange a free meeting or use the form on this site.

Where to find us

2 West Maitland Street, West End, Edinburgh, Lothian, EH12 5DS

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 23rd March 2020

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