Personal Protection

Nobody can predict the future, which is why it’s wise to safeguard against potential outcomes. Here we explain more about the personal protection advice we offer to clients in Heald Green, Bramhall, Cheadle, Cheadle Hulme, Poynton & Wilmslow.

Why Choose HG Planning For Your Personal Protection?

The best of our plans, and dreams they are designed to bring to life, can be compromised in an instant if we do not protect them.

Without provision against serious illness not only your dreams but your daily lifestyle, and that of those we care about, can be damaged irrevocably.

Over the last 12 years we have devoted a great deal of research into understanding the best way to protect individuals and businesses from the effects of a serious or critical illness.

Why Independent Advice Matters?

If you are looking to safeguard your future, turning to someone for independent advice can make a difference. 

Because we have lots of experience and options available to us, we can provide advice about personal protection products that are best suited to you – rather than trying to fit a limited selection of products into your needs. 

We offer a comprehensive review of any existing plans to ensure they are still appropriate to your circumstances and the most cost effective available – given the huge range of options now open to us.



Having offered fully independent Personal Protection advice for over 26 years, our clients value our impartiality and expertise.


With a wide range of Personal Protection products available, we can help our clients protect their families and their business.


With an accessible service focussed on quality over quantity, our experienced, proactive approach helps us manage changes in circumstances.

Here Are Some Of The Personal Protection Options Available

Whilst we don’t like to think of things like illness or death, these circumstances can place huge financial burden onto loved ones. Here are some of the personal protection products we can advise on.

  • Critical Illness Term Cover
  • Serious Illness Protection­
  • Income Protection
  • Mortgage Policies­
  • Private Medical Insurance

Personal Protection Review

We also offer a comprehensive review of any existing plans to ensure they are still appropriate to your circumstances and are the most cost effective available.

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

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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