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Hunt Minas Wealth Management Ltd
  • Suite 35
    Europa House
    Bury BusinessLodge
    Barcroft Street
    BL9 5BT
Hunt Minas offer a comprehensive range of financial services and through their wealth of experience search to find the very best financial product on the market for your requirements. Their expertise lies in business finance but also encompasses the private sector and not for profit organisations.

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

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.

Investment Management Approach

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 and investment wrappers

Investments

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’.

Investment Wrappers

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 Wrappers available:

Investment ISA’s, unit trusts, investment bonds, offshore investment bond’s, personal pensions and flexible access drawdown.

As well as the above services, Hunt Minas also offer:

Protection – Business and Private
Tax Planning
Discretionary Fund Management
Inheritance Tax Planning Solutions
Other Services
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:

Private Clients

  • Would your family be able to cope if you were to die?
  • If you were off work with long term sickness how would you cope financially?
  • When is the last time you reviewed your investment or pension?
  • Are you looking for better returns in the current low interest rate environment?
  • Are you looking for an attractive income from your money above that obtainable from deposits?

Business Clients

  • What would happen if your business partner died?
  • How would you cope if a key person within your business was on long term sickness?
  • Do you know how to extract profits from your business tax efficiently?
  • Do you retain money in your business that is gaining very little interest and a low rate of return?
  • Do you have an exit strategy to sell your business?
  • Are you interested in reducing your corporation tax liability? 

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.

Hunt Minas
Europa House
Barcroft Street
Bury
BL9 5BT

T: 0161 763 8719
M: Julian 07855 485370
M: George 07968 593890

 

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Award Winning Financial Advice On Your Doorstep
29/05/2018

Hunt Minas Wealth Management is supported by a FTSE 100 Company that has again received a prestigious award for the sixth year running. Read article