Hunt Minas Wealth Management is a financial adviser company based in Bury operated by Julian Hunt and George Minas. They offer a wealth of experience spanning over 30 years advising business owners / directors, private clients, trustees and charities.
Hunt Minas advise on investments, pensions, workplace pensions, protection for families, business protection, tax planning and inheritance tax planning.
Each client whether business or private is completely unique, so Julian, George and their team offer a truly bespoke service which is based specifically around your individual needs and financial requirements. With the aid of their close relationships with other professional advisers such as solicitors and accountants in the local area, they are able to provide every client with the correct product and service for their individual circumstances.
Hunt Minas Wealth Management is supported by a FTSE 100 award winning wealth manager which gives them access to a distinct Investment Management Approach as well access to tax, trust and technical advice. This ensures that they are giving their clients current and accurate advice with regards the ever changing legislation which affects clients financial wellbeing.
Hunt Minas’ process is to establish client goals in life, whether short, medium and long term. They’ll clarify what assets and liabilities the client has, evaluate the client’s current financial position and review how close are they to achieving their goals?
The next stage is in the process is to develop and create a plan in order to achieve their different goals, implement the plan and then monitor and review at least annually, making the necessary adjustments when needed.
A widely used method of assessing the quality of an investment manager is to look at their previous performance; however this can only give you part of the picture.
Hunt Minas Wealth Management has aligned its business with a National award winning wealth manager that adopts a radical and effective solution to this problem. Recognising that no single investment house has a monopoly of investment expertise, they carefully select a number of external managers of outstanding ability to manage the range of funds.
The cornerstone of the approach is an investment committee with the aid of totally independent investment consultant to ‘manage the fund managers’. The Investment committee is made up of a group of individuals with extensive knowledge and experience of investment management, giving our clients access to highly specialised skills that would not normally be available.
The investment committee will:
Select the best investment managers from around the globe, continually monitor the investment managers and change the investment managers if necessary
Investments cover a number of areas which include shares, commercial property, fixed interest (gilts and corporate bonds), cash and alternatives.
Our investment portfolios diversity amongst these asset classes to help to spread the risk to your investment like the old saying ‘do not put all your eggs in the one basket’.
The Investment funds which are benefitting from the investment approach can be ‘wrapped’ in different investment wrappers depending on your objectives, age and available allowances. Each investment wrapper will have different features such as the tax advantages they can offer.
Investment ISA’s, unit trusts, investment bonds, offshore investment bond’s, personal pensions and flexible access drawdown.
Protection – Business and Private
Discretionary Fund Management
Inheritance Tax Planning Solutions
Self-Invested Personal Pension
Work Place Pension
EIS & VCT investments
Highly experienced in the financial advice industry, Hunt Minas will always ensure that they cover every eventuality, addressing any concerns and questions that you may have or may not even have considered.
Typical Questions that we ask our clients are:
If any of the above sound familiar or you would like to discuss any of your financial matters with Hunt Minas then please get in touch.
T: 0161 763 8719
M: Julian 07855 485370
M: George 07968 593890
I am very satisfied with this company. I am kept informed regularly about my affairs and once a year I have a review which is helpful and informative.
We could not be more pleased with the service that you have provided. Always accessible and reliable, pleased with the performance of our investment and would thoroughly recommend your service to anyone.
I am currently not a customer of Hunt Minas but attend many networking events together. Even though I am not a client Julian always answers any financial questions I may have and he is a font of knowledge....
Julian Hunt at Hunt Minas arranged my company pension scheme and I must say it was a pleasure dealing with him. Hunt Minas managed this wholly for me, making it simple and easy to understand, they spoke...
My wife and I have known Julian for a number of years during which time he has acted as our financial adviser. He has, at all times, listened carefully to our wishes and has offered his advice accordingly....
In July 2019
Janet A said