A new wealth management firm has been appointed to work alongside Harrogate accountants HPH, Chartered Accountants.
Chartered financial planner, Rachel Harte, from Leeds-based wealth management company, Pearson Jones plc, will provide independent wealth management advice on a range of issues to businesses and private clients served by HPH Chartered Accountants’ offices in Harrogate and York.
Advice provided by Rachel Harte, who joined Pearson Jones in 2007, will cover issues including investments, pensions accumulation, retirement planning, capital tax planning including inheritance tax planning and capital gains tax as well as being a general reference point for all HPH staff in relation to their own client work
HPH, Chartered Accountants managing partner, Adrian Rodaway, said:
Wealth management has become a very important area for us and our clients, especially in the current economic climate, and we’re delighted to welcome Rachel Harte to support our team.
Rachel Harte said:
HPH, Chartered accountant is committed to high standards of client service and quality advice which matches Pearson Jones’ own values and I’m pleased to be supporting the firm and its clients.
HPH, Chartered Accountants specialises in helping SMEs and not-for-profit organisations with a wide range of accounting, VAT and taxation services and has clients not only in North Yorkshire but also throughout the UK.
HPH, Chartered Accountants, which opened its Harrogate office in 1994, has 28 staff and was founded in Coney Street, York, in 1898.