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Why choose HGH?

Wealth Management

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

Finance Focus: Yorkshire Podcast

Posted: 4th Nov 2020 by Clair Watmore HGH's News
Hunter Gee Holroyd In York

Over the next few months, we will be bringing you a brand new series of podcasts in partnership with Mole Valley Asset Management (MVAM) focusing on: Macroeconomics – inflation, economic growth, national income, unemployment Yorkshire business showcase Accounting/Business Advice – get in shape for today and beyond November Speakers Alan Higgins CIO – Coutts &… 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

Top tips to get you in shape for 2020

Posted: 11th Dec 2019 by Clair Watmore Blog

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

Financial advice provides £47,000 wealth uplift in a decade

Posted: 4th Dec 2019 by Clair Watmore Blog

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

Good news for pensions!

Posted: 9th May 2019 by Susan Ruddick Blog

It’s taken the Government a while to get around to it but finally on the 9th January 2019 it became illegal for anyone to contact you and offer advice about your pension plans, unless they already have permission to do so. Either you must have requested the contact or already have an existing relationship with… Read more

Making a Difference Spring 2019

Posted: 9th May 2019 by Clair Watmore Blog

Find out how Hunter Gee Holroyd and HGH Wealth Management have been Making a Difference Spring 2019. 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! Introduction… Read more

Nick Lawson rated top financial adviser in UK

Posted: 26th Feb 2019 by Clair Watmore Blog

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