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HGH Wealth Management Ltd - Independent Financial Advisers

YORK, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Overview

HGH Wealth Management Ltd is an independent financial adviser based in York, North Yorkshire, serving private and business clients across the region since 1996. As a fee-based wealth management firm, HGH Wealth Management provides expert financial planning and advisory services designed to help clients achieve long-term financial security and stability. The firm specialises in investment portfolio planning, pension and retirement planning, inheritance tax planning, life assurance, business protection plans, and tax-efficient investment strategies.

With offices in York, Easingwold, and Filey, HGH Wealth Management delivers personalised financial guidance tailored to each client's unique circumstances and life stage—from young professionals starting their careers to individuals planning their retirement and legacy. The company prides itself on a plain-speaking, relationship-focused approach, offering face-to-face consultations and proactive advice supported by InvestACC Ltd, an FCA-authorised research partner. HGH Wealth Management's independence means it can recommend suitable products and services from across the market to maximise clients' financial goals, whether through pensions, ISAs, bonds, investment trusts, SIPPs, or mortgage and critical illness protection.

The firm has built its reputation on understanding clients' financial priorities and providing peace of mind through expert service and transparent fee structures.

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Contact Details

+4401904 655202
info@hghwealth.co.uk

YORK, United Kingdom (UK), Club Chambers

+2

Founded

1996

Company Type

Private Limited Company

Employees

2-10

Keywords

#investment portfolio planning

#iht plans and tax efficient investment

#life assurance and business protection plans

#wealth management

#retirement planning

#pension planning

#inheritance tax planning

#independent financial advisers

#investment trusts

#sipps

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