Hastings Investment Management

qualifieddiscovery score 75

Qualified prospect. Hastings Investment Management is an Edinburgh-based financial advisory firm with 2-10 employees offering high-ticket professional services, making it a clear match for the target ICP.

Hastings Investment Management is an Edinburgh-based wealth management and financial planning firm offering independent advice on retirement, tax planning, and investment strategies.

Financial Services · United Kingdom · en · 2-10 · Google Tag Manager, Google Analytics

Signals (2)

detailed service pagesconfidence 0.90
“Providing impartial and objective advice on retirement planning and investment advice, tax planning and wealth protection strategies.”e2 · https://hastingsinvestment.com/
consultation booking linkconfidence 0.80
“or alternatively complete the contact enquiry form below.”e3 · https://hastingsinvestment.com/contact-us.html

Pain hypotheses

Client intake and consultation scheduling rely on standard inquiry forms rather than real-time automated calendar booking.
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Personalization hooks

It is notable that former Scotland and British & Irish Lions rugby player Gavin Hastings, OBE, serves as Chairman of the firm.
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Contacts

role_email[email protected]· Homepage
phone0131 526 3057· Homepage
personGavin Hastings — Chairman· About page
personMichael Price — Managing Director· About page
formhttps://hastingsinvestment.com/contact-us.html· Contact page

Email sequence (3)

Step 1
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Will send to [email protected] · verified role email · greeting: Gavin
Hastings Investment website inquiry
Hi Gavin, I noticed Hastings Investment Management offers detailed advice across retirement and tax planning, with prospective clients submitting inquiries via your contact form. When prospective clients visit your site after hours, an AI widget can use your existing content to answer questions instantly and capture their lead details for your team. Would you be open to seeing how this could capture more inquiries for your firm? Best regards,
Lint clean — length, links, phrasing, and citations all pass.
Step 2 · +3d
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All evidence (4)

“Hastings Investment Management, based in Edinburgh, is a growing wealth management and financial planning firm.”e1 · https://hastingsinvestment.com/
“Providing impartial and objective advice on retirement planning and investment advice, tax planning and wealth protection strategies.”e2 · https://hastingsinvestment.com/
“or alternatively complete the contact enquiry form below.”e3 · https://hastingsinvestment.com/contact-us.html
“Gavin Hastings, OBE, is a former Scotland and British & Irish Lions rugby player.”e4 · https://hastingsinvestment.com/meet-the-team.html