HG Financial Planning - Cheadle

HG Financial Planning is a reputable financial planning company located at 18 Cleveleys Ave, Heald Green, Cheshire, Cheadle SK8 3RH, United Kingdom. Their phone number is 1614375999, and their website can be found at hgfinancialplanning.co.uk.

This company specializes in financial planning, offering a wide range of services to help individuals and businesses achieve their financial goals. Some of the key features and points of interest at HG Financial Planning include a wheelchair accessible entrance, parking lot, and restroom.

With a strong reputation in the industry, HG Financial Planning has received 11 reviews on Google My Business, boasting an impressive average rating of 5/5. Clients appreciate the personalized attention and expert advice provided by the team at this company.

For those seeking a reliable and professional financial planning service, HG Financial Planning is an excellent choice. Their commitment to customer satisfaction, combined with their extensive knowledge and experience, sets them apart from competitors in the field.

We highly recommend visiting their website or contacting them directly at 1614375999 to learn more about their services and how they can help you achieve your financial objectives. With their expertise and dedication to excellence, HG Financial Planning is sure to provide you with the guidance and support you need to secure a brighter financial future.

👍 Reviews of HG Financial Planning

Ian H. (. S.

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.

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.

David O.

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.

Christabel H.

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.

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 B.

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.

Joanne B.

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 P.

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