Wealth Management

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

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

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

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

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

Financial Scams – How to Protect Yourself Are you saddened each time you hear a report in the media that another unfortunate person has lost their hard-earned money as a result of unscrupulous fraudsters? It is easy to think, ”it must have been a ‘Scam’” – why didn’t the victim spot it before it was… Read more

How often have you wished you were wealthier? Like most of us, it’s probably more than once or twice. Would you like to learn more about Building your Personal Wealth? But actually turning that into a reality takes more than wishing – and that’s what this Business Builder Forum workshop is all about. In this BBF… Read more