HG Financial Planning Financial Service in Cheadle, Cheshire

Reviews

1. Paul Downes ★★★★★

   What can I say about my dealings with Ceri @ HG Financial Planning apart from fantastic!!....Ceri has been helping me get to grips with my 4 works/personal pensions that I have been ignoring for the last 40 years making things so much easier to understand....it's taken a couple of months of trying to get the relevent information from a couple of companies but she battled on and got it sorted....Ceri has always been very professional in her attitude but also a very approachable and very easy to get on with and we even had a few chuckles along the way!...looking forward to meeting again in a few months to discuss future investment and me making money from my money so I can retire a year early!....I can only give 5 stars!

   almost 3 years ago
2. mark ★★★★★

   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.

   almost 4 years ago
3. Christabel Haines ★★★★★

   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.

   almost 5 years ago

1. H R ★★★★★

   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.

   almost 5 years ago
2. Ken Barrett ★★★★★

   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.

   almost 5 years ago
3. Ian Henderson (Minuteman Stockport) ★★★★★

   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.

   more 7 years ago

1. David O'Neill ★★★★★

   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.

   more 7 years ago

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