Do you manage your money or does it manage you?
Are you comfortable with your current standard of living and confident you will continue to be so, throughout your life? Are you living the type of lifestyle you and your family aspire to? Whatever your answer to these questions, the importance of managing your money and taking professional financial advice to ensure you continue to live the life you want, can never be underestimated.
Ensuring that you can achieve financial security for yourself and your family is key to your peace of mind and enjoyment of life. HGH Wealth Management has the expertise, experience and plain speaking approach to help you to do this. We aim to make a real difference to your financial well being in the present and the future.
Our strength lies in understanding your financial commitments and priorities, so that we can suggest appropriate financial solutions to help you achieve your lifestyle goals. We do this by meeting face to face either at one of our 3 offices or at your home, whichever is the more convenient for you to discuss your needs, reviewing the options available to you from the whole market This means we can offer you genuinely independent advice, recommending to you suitable products and services which are aimed at maximising your financial goals, not ours!
With your best interests in mind, we can guide you through the winding road of financial choices, advising you on the most suitable options for you at your particular stage in life. With a level of personal service that we pride ourselves upon, we enjoy building up a long term relationship and trust with you so that, as the economy and financial landscapes change, we can proactively recommend any new financial opportunities to you, should they arise. These are supported by InvestACC Ltd (authorised and regulated by the Financial Conduct Authority) who carry out extensive research. By reviewing and analysing the many financial solutions available, we are able to offer added reassurance and worldwide investments opportunities from a local source.
HGH Wealth Management covers the whole of North Yorkshire, with an office in the centre of York and consultations available in our Easingwold and Filey offices. We invite you to call our friendly team on 01904 655202 or email us on firstname.lastname@example.org to arrange a mutually convenient time for a free financial meeting to discuss how we can help you achieve your financial goals.
Every step you take in life involves important decisions which will have an impact on the choices available to you as you get older. Whether you have a query on the level of income you will have in retirement, if you can afford private schooling or university fees for your children and/or grandchildren, or how to plan for family when you are no longer around, the solutions that we are able to suggest to you are many and varied so that you make the right decision for you and your family’s future.
18+ – Young, free and single!
30+ – Is it time to settle down?
40+ – is this when life really begins?
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Let us guide you through the variety of financial choices available to you to make the most of your retirement.
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“A Guide to your Retirement Options”.
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“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
“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.”
We also provide specialist advice to Trustees
Nick is qualified in STEP: The Society Of Trust and Estate Practitioners Certificate for Financial Services (Trusts and Estate Planning). This means that he can offer the very best advice when dealing with issues of Trusts and Estate planning.
We also administer:
HGH Wealth Management Limited.
Club Chambers Museum Street, York, YO1 7DN
Nick Lawson B.Sc (Hons) PGDip BA Dip PFS,
The STEP Certificate for Financial Services – Trusts & Estate Planning
Wealth Management Director
Senior Paraplanner and Business Development Manager
HGH Wealth Management Ltd is an appointed representative of InvestAcc Ltd which is authorised and regulated by the Financial Conduct Authority. Company No. 3203520. Registered Office: Club Chambers Museum Street York YO1 7DN
The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between firms and their clients. Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk.