HG Financial Planning - Cheadle

HG Financial Planning, located at Address: 18 Cleveleys Ave, Heald Green, Cheshire, Cheadle SK8 3RH, United Kingdom. is a professional financial planning firm that offers expert advice and solutions to individuals and businesses. With a specialty: Financial planner. HG Financial Planning can help you make informed decisions about your finances and achieve your financial goals.

When you visit HG Financial Planning, you will find a convenient and accessible location. The building has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They have also made sure to include restrooms for your convenience.

HG Financial Planning has received numerous positive reviews from its clients. In fact, they have 11 reviews on Google My Business with an average opinion: 5/5. These reviews speak to the high level of service and expertise that HG Financial Planning provides to its clients.

In addition to its convenient location and excellent reputation, HG Financial Planning has a user-friendly website that provides a wealth of information about their services and team. You can visit their website at hgfinancialplanning.co.uk to learn more about what they offer and how they can help you.

When you work with HG Financial Planning, you can expect personalized service and expert advice. They will take the time to understand your unique financial situation and goals, and then develop a customized plan to help you achieve them. Whether you are looking to save for retirement, invest in the stock market, or create a comprehensive financial plan, HG Financial Planning has the expertise and experience to help you make informed decisions and achieve your financial goals.

Reviews of HG Financial Planning

Ian Henderson (Minuteman Stockport)

5/5

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.

David O'Neill

5/5

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.

mark

5/5

Very happy with the support and attention to detail from Ceri & Chris.
They helped me move a pension and achieve everything I wanted. The process was complicated but the quick and effective support from them was perfect.
Highly recommended and if I ever need financial advisers in future I will definitely contact them again.

H R

5/5

I first instructed Ceri in 2017 as I wanted to switch my pension to ensure I only invested in ethical funds . She and her Father were very helpful and knowledgeable. They know the business well and were confident in their advice which meant I could be too. I would certainly recommend them and would always favour small and local over large and national.

Ken Barrett

5/5

My wife and I have been dealing with HG Financial Planning for well over 15 years. They have helped us with a Personal Pension plan for my wife , the transfer from an Occupational Pension Plan to an Personal Pension Plan for myself , and two ISA investments for my wife and I.
I have found their advice very relevant and helpful . They take time to understand our needs and concerns, explaining clearly the features of their proposals without resorting to financial jargon terms. There was no " hard sell" tactics, or gimicks just straightforward and well informed advice.
They are also very responsive , and deal with any queries promptly and professionally. They communicate by email, post, and refreshingly in this day and age are always wiling to talk over the phone or on occasions race to face. I would therefore have no hesitation in recommending their services to readers of this review.

Christabel Haines

5/5

Ceri has been fantastic in finding the best Mortgage and life insurance for us. She found a way even when other mortgage advisors said there wasn't one! She communicated everything very clearly with us and chased the bank when we were under time pressure. I would definitely recommend them.

Joanne Brown

5/5

What fantastic service, brilliant advice from Chris and Ceri, they were very friendly and helpful.
In dealing with the transfer of my final salary pension from Boots UK into a private pension, they saved me loads of money. I am now able to access the funds in a flexible way which suits my lifestyle.
I would highly recommend them!

Tony Powell

5/5

HG finance have worked with us for over 5years to ensure our investments are maximised . We have invested in Ethical companies and we are very pleased with the return we have received .
They provide a high quality , responsive service , and I would highly recommend them if