From day one we were very impressed by the polite and efficient way we were treated by all concerned. Although we are in uncertain times we feel confident our investments are in safe and competent hands and would not hesitate to recommend this company.Mr Barr, West Midlands
This service is available for those with a portfolio of £20,000 or more for advice by telephone or £100,000 or more for advice face-to-face.
The advice available can include, but is not limited to, building a portfolio of funds, reviewing your plans for funding your retirement and ensuring your affairs are tax-efficient.
Portfolio of funds
Your financial practitioner will build a portfolio of funds for your investments or pensions and ensure your affairs are tax-efficient.
Pension and retirement review
The increasingly complex regulations surrounding pensions mean investors are often unsure where they stand and what their options are. Make sure your pension and investment provision can provide the income required with a detailed review from our financial practitioners.
Tax efficient planning
For those with large portfolios or whose estates fall into the Inheritance Tax trap specialist independent financial advice can provide you with tax mitigation strategies to reduce your tax liability.
Having taken financial advice you will control if and when you need further advice in the future. You have the comfort of knowing it is available on request; however, we will make sure your recommended portfolio is set up in a way you find easy to manage, e.g. with online access if this is important to you. This way you can monitor and maintain your portfolio without paying for further advice unless you need it.
To further discuss this service we can offer a free initial no-obligation consultation to those considering transferring, investing or restructuring a portfolio.
Mon-Fri 8.30am - 6pm
Security of investments
You can be confident in the safety and security of your assets when you invest through Hargreaves Lansdown