About Us
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.
Who We Are
A Friendly, Family-Run Team of Financial Advisors.
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.
Run by father and daughter team, Chris Jones and Ceri Evans, HG Financial Planning offer an exciting blend of traditional values with a touch of the contemporary blended in.
Our Story
Almost everything we do or aim to achieve in our lives requires the right money or resources at the right time. Information and commentary on personal finances has never been more plentiful and easily available, as provided by the internet and bounced around via social media networks.
Yet how many of us have secured from these, or other more traditional sources, the vital ingredients for effective planning and accumulating the resources that make our real lives manageable and hopes reachable?
We believe the vital ingredients to successful planning are – Trust, Confidence and Continuity.
These crucial elements are built on proven service and results, honest communication and consistent personal attention.
We have built our business living by these 3 vital components. Our role is to treat every client as though they were a member of our own family.
We offer a wide range of financial services which cover every eventuality – helping you safeguard for a better future for you, your family & your business.
Who We Are
Keeping It In The Family.
Comprising a family team of father Chris, daughter Ceri Evans and son Nick Jones we offer a blend of wide experience and contemporary innovation to ensure the best possible outcomes as we help you navigate towards achieving your financial objectives with confidence.
Chris Jones - (Dip PFS)
Chris has worked in the financial services industry since 1992 initially advising personal clients at HSBC then graduating to become senior business adviser for Stockport and Trafford areas.
Having successfully built up a wide range of experience and satisfied clients in 2006 he launched his own independent agency to ensure that the very best solutions were now available to them from an unrestricted marketplace.
He continues to enjoy offering thorough and detailed advice across all areas of financial planning with the objective of helping clients be realistic in building their financial security and achieving their personal aspirations.
Away from the office he enjoys family time, sitting under a tree, watching rugby union, serving lattes at the local charity café and helping run the village summer fair.
Ceri Evans - APFS CertCII (MP)
After graduating from Manchester University with a BA (Hons) degree in International Business, Finance and Economics, Ceri joined the financial services sector in 2017.
She completed her Diploma in Regulated Financial Planning and Certificate in Mortgage Advice in 2019 and attained the coveted Chartered status in 2022.
Ceri is passionate about providing holistic financial advice that is honest, clear and accessible so that clients feel secure and confident in their financial future and achieving their lifetime goals. She is committed to providing a personal service, free from lengthy waiting times and endless jargon.
Outside of work Ceri loves to spend time walking in nature with her Corgi Azuki. She also enjoys playing Pickleball and a spot of DIY.
Nick Jones - (Dip PFS)
With nearly two decades of experience in financial services, Nick specialises in wealth management for individuals, families, business owners, and trustees—advising across the full spectrum, from high-net-worth portfolios to trust planning, Court of Protection, and everything in between.
As a fully qualified financial planner holding the Diploma in Regulated Financial Planning, Nick has been designing and managing investment portfolios through multiple market cycles and was championing ethical investing long before it became fashionable.
His approach is grounded in clarity, strategy, and personal connection—using tools like cashflow modelling to help clients visualise and achieve their long-term goals.
Nick takes pride in helping clients turn financial uncertainty into confident direction—and finds deep satisfaction in seeing goals become achievable that once felt out of reach.
Outside of work, Nick enjoys reading, fitness, and spending time in nature with his wife and two children.
Contact Us
Whether you are looking for financial advisors in the wider Stockport MBC area or someone even more 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.