James Hunter

Independent Financial Adviser  37 Redhill Road, Rowlands Castle, Hampshire, PO9 6DE
First meeting at adviser's own cost
I specialise in building long lasting relationships with my clients providing advice based on their goals and aspirations.
We can advise you on
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Annuity purchase
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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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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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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR James Hunter DipFA
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
James has been fantastic and I would recommend him highly. He knows financial planning (investment and retirement planning) very well and his knowledge and memory of my financial dealings and of the performance of markets is astounding. His personality is very sociable and he explains topics in an easy to comprehend manner which confirms that my financial planning is in safe hands with him.
Mr N Epps, Emsworth
This is the first time I've commissioned a truly independent Financial Advisor and having worked with James on my investments over the past few months I wish I had done it 10 years ago. I asked James to consolidate several retirement pots and optimise them for a drawdown pension. This was done with the minimum of fuss in a prompt and efficient manner. I now enjoy a flexible income from an intelligently selected range of investments under the Standard Life Elevate platform.
Dr K Quinlan, Emsworth
James has been my financial adviser, for five years. He has good knowledge and expertise, and keeps up-to-date. He organised my finances to provide a good retirement income. Honest, trustworthy and I would recommend him to anyone.
Mr J Tindal, Park Gate
My experience of James has been of a man devoted to giving the best advice to help meet my investment goals. He is trustworthy, explains everything very clearly, and thinks ahead. I am happy to recommend him.
Dr J McGavin, Southampton
About us

I offer a four stage bespoke advice service from an initial consultation, advice, implementation, and perhaps more importantly, I believe that providing an ongoing service helps to keep clients' long term goals on track. We have slick technology systems for our research and the backing of one of the UK's leading IFA firms, 2plan wealth management. I also am aware that the financial world is a complicated place with confusing terminology and I can help my clients by removing the jargon and explaining things simply and clearly.

Our services

I am an independent financial adviser for 2plan wealth management Ltd, providing advice for clients in their own home on savings and investments, pensions, Inheritance Tax Planning (IHT) and protection. As I am experienced in a range of financial areas, I am able to provide a complete and personal solution to my clients' financial matters.

I provide an initial consultation at my cost and work on a fee basis for savings, investments and pensions and a fee or commission basis for protection. I am based in Rowlands Castle and have enjoyed advising clients for over 20 years.

Where to find us
Head office address: 37 Redhill Road, Rowlands Castle, Hampshire, PO9 6DE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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