HGH Wealth Management Ltd

Independent Financial Adviser  Club Chambers, York, North yorkshire, YO1 7DN
First meeting at adviser's own cost
A friendly and common sense approach to helping you look after your money so that it can look after you!
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
9.3/10
check
FCA authorised
Last authorised 19th October 2020
Meet our advisers
Nick Lawson B.Sc (Hons) PGDip BA Dip PFS
Wealth Management Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Finance – for most of us – can be baffling; even if like me you have neither a large salary, nor extensive savings. Two years before my retirement age I approached Hunter Gee Holroyd (HGH Wealth Management) and asked them to come up with a plan by way of which I would be able to manage my modest finances, and I am glad I did. Their immediate comprehensive understanding of the situation enabled us to work together as a team, to handle what I’d got, and without worry or anxiety find the pathway most beneficial to me.
J Fieldhouse, York
You are worth your weight in gold and your service takes all the worry away from me. You are absolutely honest and trustworthy and I don’t feel you would do anything to jeopardise my financial well being.
Mrs Carr, York
About us

HGH Wealth Management Ltd provide Fee based, independent wealth management services for private and business clients in York and North Yorkshire. We are associates of Hunter Gee Holroyd, Chartered Accountants and Business Advisers with offices in York, Filey and Easingwold

Our services

We take time to understand our clients needs and guide them through the financial maze. We select and recommend specific and unique solutions for every individual we work with and provide personal, ongoing support for all our clients throughout their lives. We explain everything we do and how much it costs before any commitment to a solution is sought and we are always on hand to answer any questions. We build and maintain valuable and enjoyable lifelong relationships with all our clients. Associated with Hunter Gee Holroyd Accountants, we can service all your financial needs under one roof.

Where to find us
Head office address: Club Chambers, Museum Street, YORK, North Yorkshire, YO1 7DN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.3/10
check
FCA authorised
Last authorised 19th October 2020

Similar advisers near you

Independent Financial Adviser 0.06 mi
Providing friendly bespoke financial advice in simple to understand language based on independent research from the whole of the market.
 
Independent Financial Adviser 0.16 mi
Friendly, fully independent pension, investment and inheritance tax planning advice from the comfort of your own home. 16 years experience.
 
Restricted - whole of market 0.16 mi
As a Chartered Financial adviser I specialise in advising on the full range of financial planning; from investment strategies, pension planning, mortgages through to protection. Please get in touch to see your full range of options.
 
Independent Financial Adviser 0.23 mi
Local Independent Financial Advisers assisting clients in all areas of financial planning.