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  11. HGH Wealth Management Ltd

HGH Wealth Management Ltd

Independent Financial Adviser Club Chambers, Museum Street, YORK, North Yorkshire, YO1 7DN
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
17th June 2019
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
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
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Meet our advisers
Nick Lawson B.Sc (Hons) PGDip BA Dip PFS
Wealth Management Director
What our clients say
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
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
Where to find us

Club Chambers, Museum Street, YORK, North Yorkshire, YO1 7DN

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
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    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

HGH Wealth Management Ltd is an appointed representative of InvestACC Ltd, Minerva House, Port Road Business Park, Carlisle CA2 7AF which is authorised and regulated by the Financial Conduct Authority. company No. 3203520 Reg. in England and Wales

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