HG Financial Planning – Financial Services in Wilmslow

If you are looking for experienced, trustworthy, family-orientated independent financial services in Wilmslow, we could have the answers for you.

Trustworthy

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

Confidence

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

Continuity

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

FINANCIAL SERVICES IN WIlmslow

Financial Services For Safeguarding Your Future, Your Family or Your Business.

Pensions Advice in Wilmslow

Pensions 

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

Protecting your future is extremely important if you have a family or business to look after. 

Investments Advice in Wilmslow

Investments

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 FREE 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 US?

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;

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A dedicated local adviser always available to talk to directly

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

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

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Advisors are qualified beyond required and have plenty of experience in helping safeguard the futures of individuals and businesses.

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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

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.

Is An ISA Worth Having?

Over the years you may have heard that ISAs have built up a bit of a reputation for offering very little, but the invested ISAs of 2019 actually provide a simple, robust saving platform with excellent tax-saving benefits - with the opportunity for some significant...

Contact Us

If you are looking for independent financial services in 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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