You currently have JavaScript disabled. This site requires JavaScript to be enabled. Some functions of the site may not be usable or the site may not look correct until you enable JavaScript. You can enable JavaScript by following this tutorial. Once JavaScript is enabled, this message will be removed.

Why choose HGH?

HGH Wealth Management Limited

Independent Financial Adviser

Do you manage your money, or does it manage you?

Are you comfortable with your current standard of living and confident you will continue to be so, throughout your life? Are you living a lifestyle you and your family aspire to? Whatever your answer, the importance of managing your money and taking professional financial advice to ensure you continue to live the life you want, can never be underestimated.

Expertise and Experience for Financial Peace of Mind

Ensuring that you achieve financial security for yourself and your family is key to your peace of mind and enjoyment of life. HGH Wealth Management has the expertise, experience and plain-speaking approach to help you to do realise that. We aim to make a real difference to your financial well being in the present and the future.

HGH_Consult3

 

Reviews and Ratings for Financial adviser Nick Lawson, York

Understanding you and your financial priorities

Our strength lies in understanding your financial commitments and priorities, so that we can suggest appropriate financial solutions to help you achieve your wealth management goals. We do this by meeting face to face either at one of our 3 offices or at your home, whichever is the more convenient for you to discuss your needs, reviewing the options available to you. This means we can offer you genuinely independent wealth management advice, recommending to you suitable products and services aimed at maximising your financial goals.

Building a lifetime relationship based on trust and quality of service

With your best interests in mind, we can guide you through the winding road of financial choices, whether you’re pension planning, thinking about NISAs, stakeholder pensions or any other consideration, we will advise you on the best options for you at any stage in life. With a personal service that we pride ourselves upon, we enjoy building long term relationships and trust with you so that, as the economy and financial landscapes change, we can proactively recommend any new financial opportunities as they arise. These are supported by InvestACC Ltd (authorised and regulated by the Financial Conduct Authority) who carry out extensive research. By reviewing and analysing the many financial solutions available, we can offer added reassurance and worldwide investments opportunities from a local source.

Free Initial Consultation

HGH Wealth Management covers the whole of North Yorkshire, with an office in the centre of York and consultations available in our Easingwold and Filey offices. Get in touch with our friendly team to arrange a mutually convenient time for a free meeting to discuss how we can help you achieve your financial goals – Pensions, NISAs, Bonds, Portfolio Review and any other aspect of wealth management.

Providing financial choices whatever age you are!

Every step in life involves important decisions which will have an impact on the choices available to you. Whether you have a query on the level of income you will have in retirement, if you can afford private schooling or university fees for your children and/or grandchildren, or how to plan for your family when you are no longer around, the solutions that we are able to suggest to you are many and varied so that you make the right decision for you and your family’s future.

Multiracial Group of People Jumping at Beach, Backlight

18+ – Young, free and single!


30+ – Is it time to settle down?Rear view of young ginger couple walking in the street while holding hands.

40s40+ – is this when life really begins?

50s50+ pre-retirement

iStock_000064174555_XXXLarge60+ flexi-retirement


Your FREE Retirement Guide

rsz_retirement_guide_front_cover (1)

Download your copy now and let us guide you through the variety of financial choices available to you to make the most of your retirement.

Please enter your email address below and we’ll send you a FREE copy of the HGH Wealth Management

“A Guide to your Retirement Options”

Request a copy

If you haven’t received a copy of the guide, please contact us.

Don't just take our word for it!

“You are worth your weight in gold and your service takes all the worry away from me. You are absolutely honest and trustworthy and I don’t feel you would do anything to jeopardise my financial well being.”  Mrs Carr

“Finance – for most of us – can be baffling; even if like me you have neither a large salary, nor extensive savings.

Two years before my retirement age I approached Hunter Gee Holroyd (HGH Wealth Management) and asked them to come up with a plan by way of which I would be able to manage my modest finances, and I am glad I did. Their immediate comprehensive understanding of the situation enabled us to work together as a team, to handle what I’d got, and without worry or anxiety find the pathway most beneficial to me.”

J Fieldhouse

Our range of services:

We also provide specialist advice to Trustees 

Nick is qualified in STEP:  The Society Of Trust and Estate Practitioners Certificate for Financial Services (Trusts and Estate Planning). This means that he can offer the very best advice when dealing with issues of Trusts and Estate planning. 

Pensions

We also administer:

Protection

Contact Us

HGH Wealth Management Limited.

Club Chambers Museum Street, York, YO1 7DN

Nick Lawson

Nick Lawson B.Sc (Hons) PGDip BA Dip PFS, 

The STEP Certificate for Financial Services – Trusts & Estate Planning

Wealth Management Director

Susan Ruddick

Susan Ruddick

Senior Paraplanner and Business Development Manager

Sharon Ward

Sharon Ward

Trainee Paraplanner

Sarah Coldwell

Sarah Coldwell

Financial Services Administrator

 

HGH Wealth Management Ltd is an appointed representative of InvestAcc Ltd which is authorised and regulated by the Financial Conduct Authority. Company No. 3203520. Registered Office: Club Chambers Museum Street York YO1 7DN

InvestACC Logo       new-logo-landscape

The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between firms and their clients.  Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk.

HGH Wealth Management Privacy Policy

Privacy Notice

March 2018

This privacy notice explains how we use any personal information we collect about you.

What information do we collect about you?

We collect information about you when you engage us for financial planning services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site.

Why do we need to collect and use your personal data?

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we would also be unable to fulfil our legal and regulatory obligations.

Where special category data is required we’ll obtain your explicit consent in order to collect and process this information. This type of personal data is sensitive by nature and may include data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership and data concerning health. Depending on the nature of the products and services that you engage us for we may need to obtain your sensitive personal data particularly in relation to health.

How will we use the information about you?

We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?

If you agree, we may email you about other products or services that we think may be of interest to you.

We won’t share your information for marketing purposes with any other companies.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance or legal services as well as product and platform providers that we use to arrange financial products for you.

Where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.

Where it is necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit. To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

How long do we keep hold of your information?

In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we’re subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we’ll not retain your personal data for longer than three years past the time of your death.

You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

How can I access the information you hold about me?

You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information please email or write to us using the contact details noted below.

When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.

We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

Marketing

We’d like to send you information about our products and services which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by telephone, email or post.

Cookies

We use cookies to track visitor use of the website and to compile statistical reports on website activity.

For further information visit http://www.allaboutcookies.org/

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.

Other websites

Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

What can you do if you are unhappy with how your personal data is processed?

You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

0303 123 1113 (local rate)

Changes to our privacy policy

We keep our privacy policy under regular review and we’ll place any updates on our website and inform you of any changes when they occur.

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you: