Independent Financial Advisors in Stockport & Cheshire East
Welcome to our website. 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.
Independent advice, detailed comparisons and clear explanations will help you meet personal objectives
Our services span generations as we focus on quality service over quantity of clients.
INDEPENDENT, EXPERIENCED FINANCIAL ADVISORS IN STOCKPORT
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.
Our independent financial services can help you identify the best investment products for your money.
Start with a FREE Pensions Analysis to Assess Your Options.
Pension options can be extremely complex. If you are looking for pensions advice then our helpful financial advisors in Stockport will offer you a FREE pensions analysis. The idea is to identify not only what you have at the moment – but what you really want so we can see if you have the best match.
Find out more about our full Pensions Analysis.
HG Financial Planning, A Family Business In Every Sense.
As a family-business we understand the importance of securing the best future possible for your own family.
“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… “
“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 are compared to other investments platforms.
HG Financial are passionate about ethical investments and amazingly (to me anyway) these sort of investments are performing very well.
I would recommend his services to anyone.“
WHY CHOOSE US?
Choosing HG Financial Planning as your Financial Advisors in Stockport
With lots of independent financial advisors in Stockport and across East Cheshire, we know it must be difficult deciding who to trust. With us, you will benefit from;
A dedicated, local advisor who is part of our family.
Not being treated as a number, and receive a personal, friendly service.
Enough time is given to you to explain your circumstances fully without being pressured into taking action before you are ready.
Advisors qualified beyond required and have plenty of experience in helping safeguard the futures of individuals and businesses.
Immediate access to your policies & investment arrangements through a secure client website.
If this sounds good, we would love to hear from your. Call 0161 437 5999 or click the button below to send us a quick email.
Financial Planning Resources & Articles
Over the last couple of years we have been supporting a project very close to our director Chris’ heart; the Yonent Mame Ibrahima School, Senegal, West Africa.
We are delighted to announce that our paraplanner Ceri has completed her Diploma in Regulated Financial planning and has achieved her almost lifelong dream of becoming an Independent Financial Advisor!
Honestly ISAs are a god send whether you are saving for your first house, a higher or additional rate taxpayer or you are simply new to investing and want to protect your savings from the effects of inflation.
Whether you are looking for financial advisors in Stockport or someone local, our small, friendly team is based in Heald Green, which is easy to find from several major routes in and around Stockport and South Manchester.