HG Financial Planning – Heald Green

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.


We have a loyal, prosperous client-base who appreciate our dedication to the highest level of service standards.


We Cover an Array of Financial Services to Help Safeguard the Futures of Your Personal & Business Finances.


We can assist you with a whole host of pension options – enabling you to relax and enjoy your retirement.

Personal Protection

We can help you find the right policies to help offer financial security for your family – should the unthinkable happen. 


Get helpful advice and then take complete control over your investments through our secure client portal.

Get Started

Start with a FREE Pensions Analysis to Assess Your Options.

Pension options can be extremely complex. What cannot be denied is that your Pensions are massively important to your financial planning for the future. That is why we are happy to sit down with you and review your current Pension Plan and identify what your options are.

Find out more about our full Pensions Analysis.

About Us

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. 

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.

John Buckley

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


Why Choose HG Financial Planning for Help With Financial Services.

If you are looking for help with financial services in Heald Green, then you probably have a list of requirements. For example, are you looking for;


A dedicated local adviser always available to talk to directly


To not be treated as a number, and receive a personal, friendly service


Being given time to explain your circumstances fully without being pressured into taking action before you are ready.


Advisors are 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.

Sound 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

Are Junior ISAs a Good Idea?

Are Junior ISAs a Good Idea?

We are often asked whether taking out a Junior ISA is a good idea. So what are the benefits of taking out a JISA? Here we take a look…

Contact Us

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.


0161 437 5999

18 Cleveleys Avenue, Heald Green, Cheadle, Cheshire SK8 3RH

M-F: 8am-5pm, S-S: Closed

Data Protection - Please Tick To Confirm