HG Financial Planning – Bramhall

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.

Trustworthy

Helping Bramhall families safeguard their financial futures for over 26, we offer our clients personal support.

Confidence

As we are totally independent, we can offer impartial advice on a wide range of products you can choose from.

Continuity

By being accessible and focussing on a personalised service, you won’t be left to feel “like a number”.

FINANCIAL SERVICES IN BRAMHALL

Helping You Safeguard The Futures of You, Your Family & Your Business with Sound, Independent Financial Advice.

Pensions advice in Bramhall

Pensions 

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

Personal Protection in Bramhall

Personal Protection

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

investments advisors in Bramhall

Investments

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 US?

Choosing HG Financial Planning for Financial Services in Bramhall.

For help with financial services in Bramhall, it is important you speak to people who can guide you without bias. When speaking to HG Financial Planning we will always give ensure;

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You get a dedicated local adviser always available to talk to directly

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Our clients are not be treated as a number, and receive a personal, friendly service

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

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We are qualified beyond required and have plenty of experience in helping safeguard the futures of individuals and businesses.

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You can have 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

What is a Final Salary Pension?

What is a Final Salary Pension?

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.

Lifetime ISA’s -Versus- Help To Buy ISA’s

Lifetime ISA’s -Versus- Help To Buy ISA’s

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.

Contact Us

If you are looking for independent financial services in Bramhall, then we would love to hear from you. You can call us or use the simple form on this page to send us a message.

info@hgfinancialplanning.co.uk

Chris - 0775 771 0199 | Ceri - 0779 237 5862

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

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

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