HG Financial Planning – Financial Advice in Wilmslow

If you are looking for independent financial advice in Wilmslow we can help. Our family run, friendly team of Financial Advisors offer advice on a whole range of products. We work with generations of families through to local businesses. Here’s a bit more about how we can help.


Helping Wilmslow families and businesses for over 26 years financially secure their futures.


As we are fully independent, our impartiality and transparency offers complete peace of mind.


As a family-run business, our focus is on accountability, accessibility and on-going service standards.


Our Financial Advisors Will Help Safeguard Your Future, Your Family or Your Business.

Pensions Advice in Wilmslow


For impartial pensions advice in Wilmslow, here at HG Financial Planning, we can offer you a broad spectrum of pensions advice.

Personal Protection advice in Wilmslow

Personal Protection

As we are a family run business we know how important it is to look after your family and business.

Investments Advice in Wilmslow


We offer a flexible range of investments options, with a secure client portal for you to keep up-to-date with your finances.

Get Started

Start with a Pensions Analysis to Assess Your Options.

If you are looking for independent Pensions Advice in Wilmslow, we offer an initial Pensions Analysis to identify your current circumstances, as well as exploring possible options available to you. 

To find out more about what you can expect from this, and how to request yours, simply 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. 

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

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


Why Choose HG Financial Planning for Help With Financial Services.

With plenty of choice for independent financial services in Wilmslow, you probably have a list of requirements when deciding who to choose. For example, are you looking for;


A dedicated local adviser always available to talk to directly


To not be treated as a number, and receive a personal, friendly service


Being given time to explain your circumstances fully without being pressured into taking action before you are ready.


Advisors are 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

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

Data Protection - Please Tick To Confirm