Cheadle, United Kingdom
18 Cleveleys Ave, Heald Green, Cheshire
N/A
+44 1614375999
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.
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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.
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!
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.
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.
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