Hunter Wealth Management Limited

Independent Financial Adviser  2 West Maitland Street, Edinburgh, City of edinburgh, EH3 9BN
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
7.0/10
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FCA authorised
Last authorised 3rd August 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.

Grant Lennie
Senior Adviser
Christopher Evans
Senior Mortgage and Protection Adviser
What our clients say
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
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
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
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
Head office address: 2 West Maitland Street, Edinburgh, Lothian, EH12 5DS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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