Investments

HG Financial Planning are independent investments advisors in Heald Green, Bramhall, Cheadle, Cheadle Hulme, Gatley, Poynton & Wilmslow. Helping with a broad selection of investments you can keep a close eye on.

Why Choose HG Financial Planning as Your Investments Advisors?

Having the right amount of money at the right time is the essence of good financial planning.

Throughout our tenure as your trusted investments adviser we will apply our experience and accumulated skills to help keep your finances in step with the many stages and varied experiences that make up our lives.

Given the recent stock market volatility of recent years we have pioneered solutions that guarantee your capital whilst offering stock market related returns.

Keep Track Of Your Investments

As well as our experience and strong ethical stance on investment planning, we also like to embrace modern technologies to offer our clients the option of total transparency. 

As part of our investment service you will be able to obtain immediate and accurate valuations of all your investments online from any computer or mobile device by logging in to the secure ‘Client Login‘ website.

Whether you would like to review your existing portfolio, invest a new lump sum or start saving for one of life’s bigger events then please don’t hesitate to contact us to discuss your requirements.

 

Here Are Some Of The Investment Options We Can Help With

  • ISAs
  • Investment Bonds
  • Unit Trusts­
  • OEICs
  • Structured Investments
  • Ethical Investments
  • Shari’a Options
  • Portfolio Management
  • Trust Investments

Independent Investment Advice

To review your existing portfolio, invest a new lump sum or start saving for one of life’s bigger events, then we are only too happy to help. We offer a broad range of solutions to suit your circumstances that you will be able to choose from.

Trustworthy

With over 26 years’ experience in helping clients with their investments, our impartiality and expertise allows clients to shape the future they want.

Confidence

Because we are fully independent, our helpful, transparent approach and range of products let clients make decisions they feel are best for them.

Continuity

As a family run business we focus on quality products and service – of ensuring we can offer an accessible, consistent approach for our clients.

CLIENT AREA

Existing Clients Can Keep Up-to-date Online.

  • Check on your investments through our secure client portal
  • Access from anywhere using your phone/tablet
  • Obtain immediate and accurate valuations of your current investments

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

Contact Us

If you are looking for independent investments advice in Heald Green, Bramhall, Cheadle, Cheadle Hulme, Gatley, Poynton and Wilmslow, 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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