Retirement

We will be saying “farewell” to Frances Braithwaite, when she retires at the end of this month. Frances has been part of the Hunter Gee Holroyd Filey team for over 25 years and will be greatly missed. Help us celebrate and wish Frances well on 25th February at our Filey office for a glass of… 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

We know the tax year runs from 6 April 2019 to 5 April 2020, yet effective tax planning needn’t be left until the end of the tax year. Here are some tips to get you ahead. Consider topping up your pension Normally, between you and your employer, you can pay a maximum of £40,000 (or… Read more

Would you prefer to be £47,000 better off in the next 10 years? The figure comes from recent analysis by Royal London and the International Longevity Centre (ILC). The research analysed the wealth of thousands of individuals and found that typically those who use professional advice had an extra £31,000 of pension wealth and £16,000… Read more

On Saturday 23 February 2019 The Times published their supplement listing the Top IFAs, Mortgage Advisers, Accountants and Solicitors in the UK, 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… Read more

Succession Planning and your Pension Do you own a business? Do you consider your business to be your pension plan, that one day you will be able to turn it into a handsome pot of cash to fund a comfortable retirement? If the answer to these questions is yes, we can help!   What are… Read more

  Have you thought about Succession Planning and Exiting your business? There are various points in the year where we look to the future and think about our plans going forward. For older business owners, that may include deciding when to retire, and how many more years to work in your business. We spend many… Read more

What should you consider when choosing an Independent Financial Adviser? Whatever stage you are in your life, the advantages of taking control of your finances can never be underestimated for enjoying your life to the full and sleeping soundly at night! So you’ve decided the time may be right to take positive action to plan… Read more

  Welcome to our latest edition of Making a Difference What changes have been happening in the last 6 months that may affect your business or personal finances? What’s the latest news from the Hunter Gee Holroyd and HGH Wealth Management teams? Read on to find out!   News Summer 2017 The team at Hunter Gee… Read more

Retirement Planning York   What age do you hope to be when you retire? Do you have exciting plans for how you are going to spend your retirement or are you unsure of how you will fill your time? When you retire, you may find yourself with around 2,000 hours to fill each year. Perhaps… Read more