Independent Financial Services in Poynton

Welcome to our website. We are HG Financial Planning – a family run firm providing independent financial services in Poynton and across East Cheshire. 

Trust Worthy

For over 26 years, we have helped generations of families and loyal clients secure their financial futures.


As we our fully independent, our impartiality, evidenced comparisons and options help offer piece of mind.


As a family-run business we focus on quality of service over quantity – helping you safeguard your future.


Independent Financial Services focussed on providing a secure future for you, your family & your business.

Pensions advice in Poynton


Pensions advice in Poynton that is based on your current circumstances and how you can attain your future retirement aspirations.

Personal Protection in Poynton

Personal Protection

Our Personal Protection products focus on protecting you and your family in the face of difficult circumstances. 

investments advisors in Poynton


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

Get Started

Start with a FREE Pensions Analysis to Assess Your Options.

Pension options can be extremely complex.  We are happy to offer a full pensions analysis for anyone looking for independent financial services in Poynton. 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 Poynton.

With lots of independent financial advice in Poynton, 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

What is a Final Salary Pension?

What is a Final Salary Pension?

Honestly ISAs are a god send whether you are saving for your first house, a higher or additional rate taxpayer or you are simply new to investing and want to protect your savings from the effects of inflation.

Lifetime ISA’s -Versus- Help To Buy ISA’s

Lifetime ISA’s -Versus- Help To Buy ISA’s

Honestly ISAs are a god send whether you are saving for your first house, a higher or additional rate taxpayer or you are simply new to investing and want to protect your savings from the effects of inflation.

Contact Us

If you are looking for independent financial services in Poynton, 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.

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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