Chartered Insurance Institute (CII) Exam Success
The HGH Wealth Management Team are toasting exam success once more with Administration Manager Sharon Ward’s successful completion of her Chartered Insurance Institute (CII) exam in Financial Services, Regulation and Ethics. This exam and the Life Office Administration one which Sharon passed in 2014 sees her successfully completing her CII Award in Financial Administration. Well done Sharon!
Quality of Service & Professional Expertise
This success further enhances the quality of service and professional expertise you will receive from the HGH Wealth Management Ltd team, based in our York office, whilst also serving offices in Easingwold and Filey. Nick Lawson, Financial Adviser achieved the STEP The Society Of Trust and Estate Practitioners Certificate for Financial Services (Trusts and Estate Planning) earlier in the year. This means that he can offer the very best advice when dealing with issues of Trusts and estate planning for clients of Hunter Gee Holroyd and HGH Wealth Management Ltd.
If you would like to arrange a free initial consultation with Nick to discuss your Pensions, Inheritance Tax, Retirement Planning and Investment requirements please do not hesitate to contact him on: