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
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
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
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.
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