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Independent Financial Advisers in Yorkshire

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


Are you confident in your financial future? Are you living the lifestyle you and your family aspire to? No matter where you are on your journey, expert financial planning is key to ensuring long-term stability and success.


Did you know that 91% of financial advisers charge higher fees than HGH Wealth Management Ltd?* * According to research undertaken by Vouchedfor, the UK’s leading review site for Financial Advisers.

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!

Financial Planning for Every Stage of Life

At every stage of life, financial planning is key to securing your future. Here’s how we can help:

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

Our Wealth Management Services:

Specialist Advice for Trustees
Nick holds the STEP Certificate for Trust & Estate Planning, offering expert guidance on trusts and estate management.

Contact our Wealth Management team today and get the best advice

Fill in the form with as much detail as possible and we will get in touch within a 48h window to discuss further.