We are HG Financial Planning - a small, family-run firm of financial advisors in Stockport with clients across East Cheshire. Find our more about how we can help you, your family and your business. For over 26 years, we have offered a transparent practise to generations of families in Cheadle & Cheadle Hulme.
Financial Advisors offering a personal service to safeguard a secure future for you, your family & your business. A broad range of pensions advice in Stockport - whether you are looking for your first pension - or wanting more. Our Personal Protection products focus on protection for your family and business against those unforeseen things.
Financial Advisors offering a personal service to safeguard a secure future for you, your family & your business. A broad range of pensions advice in Stockport - whether you are looking for your first pension - or wanting more. Our Personal Protection products focus on protection for your family and business against those unforeseen things.
Services
There are dozens of websites offering Independent Financial Services in Heald Green - so what makes HG Financial Planning so different? We have over 26 years' experience helping generations of families safeguard their financial futures. Because we are completely independent we can offer detailed comparisons and impartial advice.
With a wealth of experience under our belts, HG Financial Planning are a family-run firm of independent financial advisors in Heald Green, Bramhall, Cheadle, Cheadle Hulme, Gatley, Poynton & Wilmslow. HG Financial Planning is an established family business located in Heald Green, providing a personalised service to clients in North East Cheshire and the Stockport area including Cheadle, Cheadle Hulme, Gatley, Wilmslow, Bramhall and Poynton.
For independent financial services in Bramhall, HG Financial Planning are a family firm respected independent financial advisers focussing on helping clients make sound financial plans for themselves, their families & their businesses. Helping Bramhall families safeguard their financial futures for over 26, we offer our clients personal support.
For independent financial services in Gatley, HG Financial Planning are a family-run small firm of independent financial advisors who offer a friendly, personal service for their clients. For over 26 years we have helped generations of families in Gatley safeguard their financial futures. As a family-run business, our focus is on quality of service over quantity of clients - offering you more focus.
We are HG Financial Planning - a family run firm providing independent financial services in Poynton and across East Cheshire. For over 26 years, we have helped generations of families and loyal clients secure their financial futures. As we our fully independent, our impartiality, evidenced comparisons and options help offer piece of mind.
Reviews (9)
Mark Pilbeam
Jan 28, 2022
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Very happy with the support and attention to detail from Ceri & Chris.
They helped me move a pension and achieve everything I wanted. The process was complicated but the quick and effective support from them was perfect.
Highly recommended and if I ever need financial advisers in future I will definitely contact them again.
They helped me move a pension and achieve everything I wanted. The process was complicated but the quick and effective support from them was perfect.
Highly recommended and if I ever need financial advisers in future I will definitely contact them again.
Tony Powell
Jun 27, 2021
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Christabel Haines
Jun 12, 2021
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Positive: Quality, Responsiveness
Ceri has been fantastic in finding the best Mortgage and life insurance for us. She found a way even when other mortgage advisors said there wasn't one! She communicated everything very clearly with us and chased the bank when we were under time pressure. I would definitely recommend them.
Ceri has been fantastic in finding the best Mortgage and life insurance for us. She found a way even when other mortgage advisors said there wasn't one! She communicated everything very clearly with us and chased the bank when we were under time pressure. I would definitely recommend them.
H. R.
Feb 15, 2021
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I first instructed Ceri in 2017 as I wanted to switch my pension to ensure I only invested in ethical funds . She and her Father were very helpful and knowledgeable. They know the business well and were confident in their advice which meant I could be too. I would certainly recommend them and would always favour small and local over large and national.
Ken Carine
Oct 10, 2020
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Positive: Professionalism
An excellent service provided by HG Financial Planning. Chris and Ceri present information in a clear and concise way and make it very easy to understand. And most importantly of all of course is that they look after your finances as if they were their own and produce exceptional results continuously.
An excellent service provided by HG Financial Planning. Chris and Ceri present information in a clear and concise way and make it very easy to understand. And most importantly of all of course is that they look after your finances as if they were their own and produce exceptional results continuously.
Ken Barrett
Jun 09, 2020
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My wife and I have been dealing with HG Financial Planning for well over 15 years. They have helped us with a Personal Pension plan for my wife , the transfer from an Occupational Pension Plan to an Personal Pension Plan for myself , and two ISA investments for my wife and I.
I have found their advice very relevant and helpful . They take time to understand our needs and concerns, explaining clearly the features of their proposals without resorting to financial jargon terms. There was no " hard sell" tactics, or gimicks just straightforward and well informed advice.
They are also very responsive
I have found their advice very relevant and helpful . They take time to understand our needs and concerns, explaining clearly the features of their proposals without resorting to financial jargon terms. There was no " hard sell" tactics, or gimicks just straightforward and well informed advice.
They are also very responsive
Ian Henderson Minuteman Stockport
Jan 06, 2020
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We have been using HG Financial Planning for about ten years.
They are family business that works hard to help the client (me) achieve the best outcomes with our resources. The process always starts with a Review and Chris is the consummate professional and is guaranteed to inspire you with his knowledge and ability to do the best for you.
He has managed our finances by consolidating them on a cloud platform that has made it easy, for the first time, to understand what is going on.
His advice has produced great returns that can be easily proved using lovely graph print outs where the returns
They are family business that works hard to help the client (me) achieve the best outcomes with our resources. The process always starts with a Review and Chris is the consummate professional and is guaranteed to inspire you with his knowledge and ability to do the best for you.
He has managed our finances by consolidating them on a cloud platform that has made it easy, for the first time, to understand what is going on.
His advice has produced great returns that can be easily proved using lovely graph print outs where the returns
Joanne Brown
Oct 13, 2019
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What fantastic service, brilliant advice from Chris and Ceri, they were very friendly and helpful.
In dealing with the transfer of my final salary pension from Boots UK into a private pension, they saved me loads of money. I am now able to access the funds in a flexible way which suits my lifestyle.
I would highly recommend them!
In dealing with the transfer of my final salary pension from Boots UK into a private pension, they saved me loads of money. I am now able to access the funds in a flexible way which suits my lifestyle.
I would highly recommend them!
David O'Neill
May 29, 2018
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HG Financial Planning have recently transferred my pension from St James's Place. I was unaware of the hefty charges that were being charged to my account. So I had no hesitation in trusting Chris Jones, he made sure that my pension pot was tailored to my own personal retirement plan. The whole process was also very quick and easy without any issues. I would like to thank them for their very professional service... David O'Neill.
