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Why choose HGH?

Independent Financial Adviser

Inheritance Tax planning for your family – Free event – 18 Nov

Posted: 21st Oct 2021 by Clair Watmore HGH's News

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

Nick Lawson rated top financial adviser in UK

Posted: 30th Apr 2021 by Clair Watmore HGH's News

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

Finance Focus Yorkshire Webcast

Posted: 27th Apr 2021 by Clair Watmore HGH's News

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

Essential tax planning before April 5th

Posted: 18th Feb 2021 by Clair Watmore Blog

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

Finance Focus: Yorkshire Webcast- February 2021

Posted: 2nd Feb 2021 by Clair Watmore HGH's News

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

Finance Focus: Yorkshire Webcast Premiere Today

Posted: 26th Nov 2020 by Clair Watmore HGH's News

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

York businesses join forces to offer local community-based asset management and advisory service

Posted: 20th Oct 2020 by Clair Watmore HGH's News

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

Free Financial Advice Day – 25th February – book your place

Posted: 4th Feb 2020 by Clair Watmore HGH's News

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

Investing in commercial property

Posted: 23rd Jan 2020 by Susan Ruddick Blog

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

Making a Difference – Winter 2019

Posted: 11th Dec 2019 by Clair Watmore HGH's News

Welcome to our Winter edition of Making a Difference with a round-up of the latest news. We all know that talking about the weather is a pre-requisite if you live in the United Kingdom. Rain has been in abundance this year, but how are businesses weathering the Brexit storm? Check out our 5-step crisis planning… Read more