Business Details
Trusted Chartered Accountants in York
Hunter Gee Holroyd is a Yorkshire-based firm of Chartered Accountants dedicated to empowering small and medium-sized businesses through tailored financial solutions. With a focus on owner-managed and family-owned enterprises, we combine technical expertise with a personal touch to deliver comprehensive accountancy, tax planning, and business advisory services. Our team prioritises transparency, offering fixed fees to eliminate unexpected costs while ensuring clients remain tax-efficient and financially resilient. By leveraging cutting-edge technology like Xero cloud accounting, we streamline financial processes to support business growth.Our sector-specific knowledge spans agriculture, hospitality, retail, and construction, enabling us to address unique industry challenges. Through proactive guidance and a commitment to understanding each client's goals, we act as trusted partners in achieving long-term success. With offices in York, Easingwold, and Filey, we provide accessible expertise backed by decades of collective experience and regulatory compliance.
Services
Audit & Accountancy
Tax Planning
Business Advisory
Cloud Accounting
Wealth Management
Payroll Services
Corporate Finance
VAT Compliance
Financial Reporting
Inheritance Tax Planning
Highlights and features
- We offer over 30 years of combined experience in Yorkshire business sectors
- Our team provides proactive tax planning and compliance solutions
- We implement Xero-certified cloud accounting systems for modern businesses
- Our fixed-fee structure ensures complete pricing transparency
- We maintain FCA-regulated wealth management services for holistic financial planning
Associations and certifications
- ICAEW
- FCA
What people say
Excellent service
Very professional
Proactive support
Timely reminders
Good value
Services
Audit & Accountancy
We provide comprehensive audit and accountancy services for businesses of all sizes, from sole traders to companies with 50m turnover. Our services include statutory audits, management accounts preparation, and financial performance reviews. We focus on delivering added-value insights beyond compliance requirements while maintaining strict adherence to regulatory standards. Our team specialises in adapting accounting procedures to meet specific business needs across various sectors.
Tax Planning
Our tax planning services cover business and personal taxation with a focus on minimising liabilities through legitimate reliefs and allowances. We assist with corporation tax, income tax, VAT, and inheritance tax planning while ensuring full compliance with HMRC requirements. Our approach combines proactive strategy development with ongoing compliance support tailored to individual and business client circumstances.
Cloud Accounting
We implement Xero-certified cloud accounting solutions to modernise financial management processes. Our services include system migration, integration with business operations, and ongoing support for real-time financial tracking. This digital approach enables clients to access financial data remotely while improving accuracy and efficiency in bookkeeping, payroll, and reporting functions for better business decision-making.
Wealth Management
Our FCA-regulated wealth management services provide independent financial advice covering pensions, investments, and inheritance planning. We offer tailored solutions for individuals seeking to optimise their financial future through strategic asset management and tax-efficient investment strategies. Our team provides comprehensive portfolio reviews and retirement planning services with a focus on long-term wealth preservation.
Business Advisory
We deliver strategic business advisory services focused on growth and operational efficiency. Our expertise includes business plan development, cashflow forecasting, funding solutions, and exit planning. We work closely with clients to understand their commercial objectives and provide actionable recommendations to enhance profitability and support sustainable business expansion across Yorkshire's key economic sectors.
People
James Pullein
Director
FCA-qualified director specialising in audit and assurance services with over 15 years' experience supporting Yorkshire businesses through financial challenges and growth phases.
Mark Grewer
Managing Director
Experienced FCA-qualified leader with expertise in corporate finance and business strategy, helping SMEs access funding solutions and execute growth plans across multiple sectors.
Nigel Everard
Director
Chartered accountant with extensive audit experience, specialising in pension schemes and charity audits while maintaining a focus on delivering value-added compliance services.
Nick Lawson
Wealth Management Director
FCA-authorised financial planning expert providing independent advice on pensions, investments, and inheritance tax mitigation strategies for individuals and families.
Edward Butterfield
Client Manager
Dedicated client services professional known for responsive support and clear communication, assisting businesses with day-to-day accounting and compliance requirements.
Questions
What accounting software do you support?
We specialise in Xero cloud accounting software implementation and support, with extensive experience in Sage and other platforms.
Do you handle both business and personal tax?
Yes, we provide comprehensive tax services for businesses and individuals, including corporation tax, income tax, and inheritance tax planning.
How do you ensure tax efficiency for businesses?
We conduct detailed financial reviews to identify tax reliefs, optimise business structures, and implement strategic planning tailored to your sector.
What sectors do you specialise in?
We have specific expertise in agriculture, hospitality, retail, construction, and professional services sectors across Yorkshire.
Do you offer cloud accounting solutions?
Yes, we are Xero-certified advisors who implement and support cloud accounting systems to improve financial management and real-time reporting.
Are you regulated professionals?
We are Chartered Accountants regulated by ICAEW and our wealth management services are FCA-authorised for full compliance and client protection.
Reviews (2)
Lilley Harvey
Oct 25, 2019
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Efficient, community minded, forward thinking and entrepreneurial. Really want to help you sort out your finances (both business and domestic) and grow business and investments. Highly recommended.
Damian Bramley
Sep 12, 2017
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I can highly recommend both Mark, Nigel and Nigel, along with the team at Hunter Gee Holroyd. Hunter Gee Holroyd go over and above what you would normally expect from an accountancy firm, doing everything in house, offering some great advice on how to save tax and build your business. Mark and the team take time to fully understand a business, and what the business owner wants from the business to both help the business grow and be successful with exit strategies as and when required. Their monthly Business Builder Forum is particularly useful to take out to work on your business and network with
