Independent Financial Adviser

We are delighted to announce that HGH Wealth Management have been named as a finalist in the Customer Service Team of the Year category at the 2022 Yorkshire Financial Awards. The awards celebrate the successes of financial services organisations, teams and individuals who have excelled within Yorkshire. The Customer Service Team of the Year award… Read more

18 November | 5.00-7.00pm York Mansion House HGH Wealth Management and Mole Valley Asset Management (MVAM), who offer financial planning services and investment advice from their offices in York, are joining forces to present an informative free seminar on Inheritance Tax planning solutions, to be held at York Mansion House in York on Thursday 18… Read more

The Times recently published their supplement listing the Top IFAs, Mortgage Advisers, Accountants and Solicitors in the UK. This is based on reviews on the independent consumer ratings website VouchedFor.co.uk. We are extremely proud to announce that our very own Nick Lawson has been included in this feature once again. Nick was highly recommended by… Read more

We recently joined forces with Mole Valley Asset Management to provide a community-focused investment and business advice package to local businesses and individuals. If you would like to find out more, read this article. As part of this partnership, we will be bringing you a series of webcasts. These showcase fantastic Yorkshire businesses, along with providing helpful tips… Read more

It is doubtful that HMRC will change the tax year end date. The current tax year will therefore come to an end on 5 April 2021. Which means that tax-payers still have two months (February and March 2021) to take advantage of any tax planning strategies that may advantage their tax liabilities for 2020-21. As… Read more

We recently joined forces with Mole Valley Asset Management to provide a community-focused investment and business advice package to local businesses and individuals. If you would like to find out more, read this article. As part of this partnership, we will be bringing you a series of webcasts, which will showcase fantastic Yorkshire businesses. This… Read more

Over the next few months, we will be bringing you a series of webcasts in partnership with Mole Valley Asset Management, which will showcase Yorkshire businesses, offer insights for savings and investments, along with business advice such as managing cashflow. In the first episode of our “Finance Focus: Yorkshire” webcast series, which premiere’s today, we… Read more

Leading York-based chartered accountancy and business advisory firm, Hunter Gee Holroyd, HGH Wealth Management Limited and Mole Valley Asset Management (MVAM), have joined forces to provide a community-focused investment and business advice package to local businesses and individuals. MVAM, a relationship-based investment company who offer innovative and bespoke investment services to private clients, SMEs and… Read more

How healthy are your finances? Join us on 25th February at our Filey office to take advantage of your FREE financial health check! In our everyday lives it can be all too easy to overlook our personal finances. However, life changes, we might want to save for our families futures, or even be planning a… Read more

Does your business own or rent commercial property? Or are you considering steps in this direction? If so, it is worth discussing the possibility of ownership via Self Invested Personal Pensions (SIPP) or Small Self-Administered Schemes (SSAS). The tax benefits can be significant! A face to face meeting to discuss your own circumstances is the… Read more