Business Details
Trusted Independent Financial Advisers in Stockport
Established over 26 years ago, HG Financial Planning is a family-run firm of independent financial advisors based in Heald Green, Stockport. Our practice combines traditional values with contemporary approaches to deliver tailored financial solutions. We specialise in pensions, personal protection, and investment planning, serving clients across East Cheshire and South Manchester. Our team, led by Chris Jones and his daughter Ceri Evans, prioritises trust, confidence, and continuity in every client relationship. We offer impartial advice, leveraging a wide range of products to meet individual needs without bias.Our commitment to ethical investments and modern technology ensures transparency and accessibility for all clients. With decades of combined experience, we provide detailed cashflow modelling and portfolio management through multiple market cycles. Our personalised service ensures clients receive thorough guidance without jargon or pressure. We maintain long-term relationships by focusing on quality over quantity, ensuring every client feels valued. Our proven track record includes helping clients consolidate finances, reduce fees, and achieve their financial aspirations.
Services
Pensions Advice
Personal Protection
Investment Planning
Pension Analysis
Ethical Investments
Highlights and features
- We offer over 26 years of experience in independent financial advisory services.
- Our family-run team provides dedicated, local financial planning expertise.
- We prioritise transparent advice without product bias or hidden fees.
- Our client portal offers real-time access to investment portfolios and valuations.
- We specialise in ethical investments with proven performance track records.
What people say
Very professional service
Great returns proven by graphs
Ethical investments performing well
Quick and easy pension transfer
Clear financial understanding achieved
Services
Pensions Advice
We provide comprehensive pensions advice covering personal pensions, stakeholder schemes, and pension drawdown options. Our independent analysis helps clients optimise retirement savings while minimising fees. With over 26 years of experience, we tailor strategies to individual circumstances and long-term goals.
Personal Protection
Our personal protection services include critical illness cover, income protection, and private medical insurance. We review existing policies to ensure appropriate coverage against unforeseen events. Our impartial advice helps safeguard families and businesses from financial risks associated with serious illness or accidents.
Investment Planning
We offer investment planning services covering ISAs, unit trusts, and ethical investment portfolios. Our approach combines modern technology with traditional values to deliver transparent portfolio management. Clients benefit from real-time online access to investment valuations and performance tracking across multiple market cycles.
Pension Analysis
Our pension analysis service evaluates existing pension arrangements to identify improvement opportunities. We assess frozen pensions and develop strategies for enhanced retirement outcomes. The process includes detailed comparisons of current provisions against alternative solutions tailored to individual financial circumstances.
Ethical Investments
We specialise in ethical investment options that align with client values while delivering competitive returns. Our expertise covers Shari'a-compliant investments and ESG (Environmental, Social, Governance) focused portfolios. Regular performance reviews ensure investments maintain both ethical standards and financial objectives.
People
Chris Jones
Director
With over 30 years in financial services, Chris established HG Financial Planning in 2006 after senior roles at HSBC. He specialises in holistic financial planning and cloud-based portfolio management. His expertise includes pension transfers and ethical investment strategies.
Ceri Evans
Chartered Financial Planner
Ceri holds the Chartered Financial Planner designation and specialises in accessible financial advice. She graduated from Manchester University and focuses on clear communication without industry jargon. Her interests include nature walks and community activities.
Nick Jones
Wealth Management Specialist
Nick has two decades of experience in wealth management and trust planning. He uses cashflow modelling to visualise long-term financial goals. His expertise covers high-net-worth portfolios and ethical investing strategies across multiple market cycles.
Questions
What financial services do you specialise in?
We specialise in pensions advice, personal protection, investment planning, and ethical investment solutions tailored to individual circumstances.
How does your pension analysis work?
Our pension analysis reviews existing arrangements, identifies improvement opportunities, and develops strategies to optimise retirement savings through personalised recommendations.
Do you offer ethical investment options?
Yes, we specialise in ethical investments including ESG-focused portfolios and Shari'a-compliant options with proven performance track records.
How can I access my investment portfolio?
Clients access real-time portfolio valuations through our secure online portal available from any internet-connected device.
What experience do your advisors have?
Our team has over 30 years combined experience, including senior roles at major financial institutions and Chartered Financial Planner designations.
Which areas do you cover?
We serve clients in Stockport, Cheshire East, and surrounding areas including Bramhall, Cheadle, and Wilmslow.
Reviews (5)
Mark Pilbeam
Jan 28, 2022
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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.
Tony Powell
Jun 27, 2021
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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
Christabel Haines
Jun 12, 2021
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Positive:Quality,Responsiveness
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.
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.
Feb 15, 2021
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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 Carine
Oct 10, 2020
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Positive:Professionalism
An excellent service provided by HG Financial Planning. Chris and Ceri present information in a clear and concise way and make it very easy to understand. And most importantly of all of course is that they look after your finances as if they were their own and produce exceptional results continuously.
An excellent service provided by HG Financial Planning. Chris and Ceri present information in a clear and concise way and make it very easy to understand. And most importantly of all of course is that they look after your finances as if they were their own and produce exceptional results continuously.
