At the helm are Directors Julian Hunt and George Minas, both of whom hold the title of Chartered Financial Planner and both of whom have also achieved Fellowship of the Personal Finance Society (FPFS) which is the highest accolade awarded by the Chartered Insurance Institute (CII). Together with professional Adviser, Daimon Edwards and Practice Manager, Helen Davies, the Team has vast experience spanning over 30 years looking after private clients, business directors/owners, trustees and charities. They recognise that each of their clients is unique and as such deserves a bespoke service, tailored to their own financial needs and aspirations.
Putting their clients firmly at the heart of everything they do enables them to run a genuinely client-focused business. In their experience, no two clients are the same and they therefore ensure that they understand your personal or business objectives and deliver solutions that are right for you.
They do not provide off the shelf solutions, but they offer the benefit of a single relationship for all of your financial planning needs. They strive to offer the very best service to develop a long term relationship with you.
They aim to deliver their commitment by:
If you would like to discuss any aspect of your financial matters with Hunt Minas then please get in touch.
The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested.
Bury Business Lodge
T: 0161 763 8719
Hunt Minas Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
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....