Hunter Wealth Management
About the Business
Looking for a trusted partner to take care of your wealth management needs? Look no further than Hunter Wealth Management! Located in the heart of Edinburgh at 40 Charlotte Square, our team of experienced professionals can help you maximize your financial potential and achieve your goals.
Our institution is not your typical finance agency - we are also an establishment that values health and insurance, so you can rest assured that we have your best interests in mind. Whether you're looking to plan for retirement, manage your investments, or protect your assets, we have the expertise and resources to help you succeed.
As a point of interest in Edinburgh, we pride ourselves on our commitment to exceptional customer service. We understand that every client is unique and has specific financial needs, which is why we take a personalized approach to every interaction.
At Hunter Wealth Management, we believe that financial planning should be accessible and transparent. That's why we offer a range of investment services and insurance solutions at competitive rates, so you can benefit from our expertise without breaking the bank.
So why wait? Contact us today to schedule a consultation and start your journey towards financial success. Our convenient location makes us easily accessible from anywhere in the city, so don't hesitate to come in and see us. We look forward to showing you why Hunter Wealth Management is the top choice for wealth management in Edinburgh.
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Location & Phone number
40 Charlotte Square, Edinburgh EH2 4HQ, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great service, professional, no pressure and relaxed. Made dealing with complex matters easy to discuss/understand. Having a financial services background I know the value of these qualities. Can't recommend William Hunter & Darren Hunter enough. Thanks again for your time."
"Horrendous experience with a horrible man. Multiple issues with Hunter Wealth Management, Mr Hunter in particular. Very unsavoury once he had the commission on our policies. After finding one of the covers did not suit our needs properly, I wanted to switch one policy, or look for some additional cover to run alongside to provide health cover for my child. He wasn't interested. Later turned out one policy wasn't even set up correctly in terms of Trust, and he not only took no responsibility but never returned calls. Visited his premises twice more to aim to resolve - the first he made me stand in his waiting area and discuss personal matters in front of another client, the second time he wouldn't even let me in the building and again made me discuss personal matters on the doorstep on a busy street. Highly unprofessional. We made a final appointment to try and resolve, but at 5pm the night before, he cried off citing a system problem and that he would then be off for 4 weeks. I raised a complaint to their parent company, which was upheld. I since had another adviser review my policies and found that of the 5 I took out with Mr Hunter, 2 of them there was cheaper cover, with more expansive cover, available from other insurers which he did not use. He pedalled what he preferred. I could not say why, perhaps based on commission level? As part of the complaint that was upheld, I was allowed to leave these policies without commission clawback penalties, but I still lost hundreds of pounds over the term I'd had the policies, and for lesser cover. Adviser keeps claiming their business are fee-only, perhaps they are now but my policies have pages that specify the commissions paid, and had penalties in place if I tried to move them within 15 years. As my complaint was valid and upheld, I thankfully had these waived - but you may not be so lucky. Do NOT use this company, they just flog you anything then disappear."
"I contacted Hunter Wealth Management as the Broker/Mortgage advisor Chris Evans got recommended to my husband and I as we were looking to move house. As we are slightly older Chris put his knowledge into securing us a mortgage. He is very professional, and explains things to you so you understand. We couldn't have done it without him. Excellent service. A Thomson"
"Just got word through my house purchase is complete and keys to be released today. Got to make mention of William, Darren and Chris who have all helped me achieve this. Great financial advice to help me make it happen and excellent mortgage service helping me make it a reality. Would definitely recommend a visit to HWM for any investment or mortgage advice."
"Chris Evans recently helped us in securing a mortgage deal. We found him to be extremely helpful and his efforts and professionalism were very much appreciated. I would have no hesitation in recommending him."
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