HG Financial Planning

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!
Oct 27th, 2022

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.
Apr 9th, 2022

Positive: Quality, Responsiveness
Nov 1st, 2021

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
Jun 11th, 2021

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.
Apr 17th, 2021