HG Financial Planning – Gatley
For independent financial services in Gatley, HG Financial Planning are a family-run small firm of independent financial advisors who offer a friendly, personal service for their clients.
Trust Worthy
For over 26 years we have helped generations of families in Gatley safeguard their financial futures.
Confidence
Being fully independent means our advice and input is impartial and clearly laid out.
Continuity
As a family-run business, our focus is on quality of service over quantity of clients – offering you more focus.
FINANCIAL SERVICES IN BRAMHALL
Helping You Safeguard The Futures of You, Your Family & Your Business with Sound, Independent Financial Advice.
Pensions
We can offer advice on a wide range of pension plans to help you enjoy your retirement.
Personal Protection
Our Personal Protection policies can safeguard you and your family against unforeseen circumstances.
Investments
Get helpful advice and then take complete control over your investments through our secure client portal.
Get Started
Start with a Pensions Analysis to Assess Your Options.
If you are looking for independent financial services in Gatley for help with your pension, then we offer a full pensions analysis. This will allow you to assess your current circumstances and understand your options moving forward.
To find out more, click the button below.
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… “
“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 for Financial Services in Gatley.
For help with financial services in Gatley, it is important you speak to people who can guide you without bias. When speaking to HG Financial Planning we will always give ensure;
You get a dedicated local adviser always available to talk to directly
Our clients are not be 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.
We are qualified beyond required and have plenty of experience in helping safeguard the futures of individuals and businesses.
You can have immediate access to your policies & investment arrangements through a secure client website.
Financial Planning Resources & Articles
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…
Covid and Financial Investments: How Caution During Covid Can Help You Improve Your Financial Well-being
;,How Covid-19 can kick-start your financial well being The Covid-19 global pandemic has been a huge challenge for us all. Some people have been, or are, losing their jobs or livelihood. The FTSE, Dow Jones and the Nikkei have experienced significant drop. Whilst...
Deadline on Free Defined Benefit Pension advice announced
The Free Defined Benefit Pension advice deadline has been announced as 1st October 2020. Why is this – and why it’s important to take advantage before then.
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.