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Award-winning IFA - Hargreaves Lansdown

Financial advice

A straightforward approach: only pay for advice you want and value

Contact us for financial advice

Our financial advisers are here to help you make the right investment decisions to meet your objectives. Many investors are happy using our Vantage Service to manage their own investments. However, when an important decision needs to be made, or when planning becomes complex, we are on hand with our professional, helpful advisers.

Advice is usually invaluable as it saves time, effort and gives you peace of mind. A financial adviser can make personal recommendations based on your circumstances and financial goals by updating your investments and restructuring your portfolio.

What can we help with?

  • Full management of your investments
  • Lump sum investment
  • Reorganising and streamlining you portfolio
  • Numerous and complicated pension plans
  • Planning and investing for retirement
  • Calculating your retirement income and potential
  • Estate planning

What can you expect?

  • We'll explain things simply; from helping you choose from a range of products to preparing you for possible life changes
  • We'll work with you to set your medium to long-term financial goals
  • Regular review of your finances if you choose, keeping you on track

If you are facing any of the above issues, or indeed something else where you think financial advice could add value, our professional advisers can help you make the best investment decisions. We will only advise if we genuinely believe it will be of value to you.

Why choose advice with us

What does it cost?

Typically advice won't cost more than 1% (+VAT) of the portfolio under consideration. When markets can move by more than 1% in a single day, many investors find this is a small price to pay for peace of mind. More about our costs.

Free initial consultation

Some people are unsure if they could benefit from one-to-one advice. We offer a free initial consultation, giving you time to discuss your investment needs to see if our service is right for you.

Contact us for financial advice

Roger Thompson

Roger Thompson,
Somerset

I know what would happen if I did the investing myself: I'd do it for a couple of weeks, then forget, and something would happen in the market that I wouldn't pick up on. So I wanted a managed service, somebody else doing the investing for me. I was happy to pay a fee, my own business was in the service industries (a travel agent) and I know you must be prepared to pay for personal advice.

I've been very, very, very pleased with the results from Hargreaves Lansdown. My adviser consolidated my SIPPs and now, 18 months in and having drawn a pension for that time, the funds are around £100,000 more than when I put them in. I've since brought in other investments, partly because of the poor interest rates on cash.

Hargreaves Lansdown has some tremendous systems, so I'm kept right up to date. Elsewhere it was very much dependent on the man but at Hargreaves Lansdown I feel that should my adviser move on - which he assures me he's not planning to - the systems are there to back him up.

Have a question?Have a question?

0117 317 1690

Monday - Friday 8.30am - 6pm

Email us

Why Hargreaves Lansdown?

All our advisers are members of the Chartered Insurance Institute (CII)

  • My financial adviser took his time to explain in detail and at no time did he seem to be in a hurry to finish the call/advice - always listening to my questions and responding in a way that I could understand

    Mrs Ashbridge, Tyne And Wear

  • Easy to talk to, patient took time to make sure I understood the advice given, could not fault the service

    Mr Richardson, Bristol

  • I like the Vantage service because every night before I put the light out I can check my portfolio and see how it has done. Not only that but I can see any relevant news on the website.

    Mr Thorogood, Worcestershire