HGH Wealth Management Limited
Independent Financial Advisers
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 realise that. We aim to make a real difference to your financial well being in the present and the future.
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.
18+ – Young, free and single!
- You’ve got your first job
- You might still have student debt to pay off
- You decide who to bank with
- You bought your first car?
- Life is full of excitement and opportunity!
- Think! – start your pension, budget, NISAs, savings
30+ – Is it time to settle down?
- You have chosen your career
- Your salary starts to increase
- You make a commitment to a partner
- Thinking of a family?
- Mortgage debt may increase?
- You need to protect those you love with insurances
- Think! – life assurance, income and mortgage protection
40+ – is this when life really begins?
- Your career has progressed and salary increased – you could be earning at your highest level
- However, housing and education costs could also be crippliing!
- You know you should be saving for retirement but everyone wants a luxury holiday at the most expensive time of year!
- Think! school fees plan, pension savings, NISAs
50+ pre-retirement
- Phew, the kids have got jobs!
- Your mortgage is reducing or paid off
- Term time holidays for two are back on the agenda!
- You start to think about planning for retirement
- Increasing pension contributions and tax and investment planning come into focus
- Think! tax planning, pension planning, review, investment growth
60+ flexi-retirement
- A more relaxed pace of life – you’re enjoying extra free time!
- Your investments and pensions become the main source of your income
- Preserving your capital is very important
- You need to make sure your money will last as long as you do!
- You want to make sure your beneficiaries don’t have to give any of your left-over savings away in Inheritance Tax
- Think! pension drawdown, maximum income, inheritance tax plan
Your FREE Retirement Guide
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”
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:
- Portfolio review and management
- Regular or Lump sum plans
- NISAs (formerly ISAs)
- Unit Trusts
- Bonds
- Investment Trusts
- Inheritance Tax Plans
- School Fee Plans
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
- Stakeholder and Personal Pensions
- Directors/Executive Pension Strategies
- Self-Invested Personal Pensions (SIPP’s)
- Pension Transfers including enhanced life annuities and flexible access drawdown
- Retirement and Pension Planning
We also administer:
- Group Self-Invested Family (SIPP) and Company Schemes (SSAS)
Protection
- Mortgage/Borrowing Protection
- Critical Illness
- Permanent Health/Income Protection
- Partnership/Shareholder Protection
- Key-Person Insurance
- Family Protection
- Term Policies
Contact Us
HGH Wealth Management Limited.
Club Chambers Museum Street, York, YO1 7DN
Nick Lawson B.Sc (Hons) PGDip BA Dip PFS
Wealth Management Director
The STEP Certificate for Financial Services – Trusts & Estate Planning
Sharon Ward
Paraplanner
Sarah Herlihy
Financial Services Administrator
Sandra Caisley
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
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.
