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.


Being fully independent means our advice and input is impartial and clearly laid out.


As a family-run business, our focus is on quality of service over quantity of clients – offering you more focus.


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

Pensions advice in Gatley


We can offer advice on a wide range of pension plans to help you enjoy your retirement.

Personal Protection advice in Gatley

Personal Protection

Our Personal Protection policies can safeguard you and your family against unforeseen circumstances. 

Help with investments from Financial Advisors in Gatley


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…

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 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.

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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