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Why choose HGH?

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

Posted: 20th Oct 2020 by Clair Watmore Business Advice General, cashflow, Corporate Finance, Independent Financial Adviser, Taxation, 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 intermediaries, recently launched a new ‘Yorkshire T20′ portfolio, which is believed to be the first of its kind. Made up of 20 handpicked, listed companies from across the county, MVAM is determined to champion some of the best businesses the county has to offer and provide a way for people to grow their savings while supporting local, home-grown industry. The Yorkshire T20 reflects MVAM’s ethos of community-focused investing, based on playing an active part in regional economies and close and lasting engagement with firms and potential investors alike.

Duncan Sanford, Director and Portfolio Manager for MVAM’s York office, has over 20 years’ experience in the international financial industry, successfully combining direct investment and managing active investment teams.

Reflecting on the partnership with Hunter Gee Holroyd, Duncan commented: “We are delighted to work with a cornerstone of the Yorkshire community that has been servicing Yorkshire for over 90 years.  This is integral for our strategy of investing in and working with our local community.”

Hunter Gee Holroyd have been established in York for 90 years and are a multidisciplinary practice, who provide professional support to businesses and individuals in North Yorkshire; managing a multitude of functions falling under the umbrella of Tax, Business Advice, Audit and Accounts and Payroll. The firm are offering advice to business owners on how to future proof their operations going forward and in response to the current climate, is helping companies get on the road to recovery through a support programme.

Director at Hunter Gee Holroyd, Mark Grewer said:

“We are passionate about working with and supporting local companies and the community, having done so for almost a century. Investing time now to help future-proof your business and adjust to the ‘new normal’, is far better than having to start again. By taking action and through our relationship with MVAM, we aim to help local businesses survive and thrive.”