Hugo Balfour-Melville - Honister Partners
Coburg Wharf, Edinburgh, EH6




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Type of Adviser:
Independent
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Top 5 specialisms:
Investment Planning, International Specialist, Wealth Management, Pensions, Life Assurance
Qualifications:
None currently on record
Years as a regulated adviser:
8
Remuneration method:
Fee
FSA Registration Number:
150452 (Check this)


We are part of the largest group of independently managed financial advisers in the UK.
Honister Partners believes that independence is vital to delivering solutions that fit your needs. Advisers within the group do not work to targets or have sales managers telling them to sell more products. The advisers do what they believe is right for you.
A financial adviser in the UK has two options, to work for a product provider or to act for the client. Honister Partners thinks there is only one correct answer and that is to act for you.
More than one third of Honister Partners' clients deal with more than one adviser. The strength of the community allows and encourages specialism so when a need cannot be met with your original adviser, you may be introduced to another. This focus on strengths demonstrates that the value of the whole group is greater than the sum of its components.


After graduating from Dundee University with an Honours degree in Business Finance, I trained with Inter Alliance on their graduate training scheme, gaining experience in financial planning, investments, pensions and general tax planning. Since then I have consolidated and strengthened my experience advising and helping clients to achieve their objectives and maximise the potential of their investment portfolios. My clients are primarily private individuals however I do work with a number of small to medium sized enterprises across Scotland, advising on a diverse range of activities including keyman assurance, shareholder protection schemes and pension scheme implementation and management.
I believe in a transparent fee charging structure, agreed and explained on an individual client basis. The initial consultation is free which involves an in depth analysis of your individual circumstances.