Independent Financial Services in Cheadle & Cheadle Hulme

Welcome to our website. We are HG Financial Planning – a family run firm who offer independent financial services in Cheadle, Cheadle Hulme and across East Cheshire. 


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. 


Bringing you Independent Financial Services to safeguard a secure future for you, your family & your business.

Pensions advice in Cheadle & Cheadle Hulme


Pensions advice in Cheadle & Cheadle Hulme that helps you shape the type of retirement you want.

Personal Protection in Bramhall

Personal Protection

Our Personal Protection products focus on safeguarding your family and/or your business should something happen. 

investments advisors in Bramhall


Our independent financial services can help you identify the best investment products for your money.

Get Started

Start with a Pensions Analysis to Assess Your Options.

Pension options can be extremely complex. That is why as part of our independent financial services in Cheadle & Cheadle Hulme, we are happy to offer a full pensions analysis. This helps identify what you have – and what options you have moving forward.

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. 

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

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


Choosing HG Financial Planning for Financial Services in Cheadle / Cheadle Hulme.

With lots of independent financial advice in Cheadle & Cheadle Hulme, we know it must be difficult deciding who to trust. With us, you will benefit from; 


A dedicated, local adviser 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.

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

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