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Award-winning independent Financial Advice

Financial Advice

A straight-forward approach to advice: pick and choose the advice you need, when you need it

Contact us for Financial Advice

What can we help with?

Our Financial Advisers help thousands of clients each year to make the right investment decisions to meet their financial objectives. Advice is usually invaluable as the personal recommendations made are based on your circumstances and financial goals. Updating your investments and restructuring your portfolio often saves time, effort and provides peace of mind.

retirement planning

Retirement planning


Decisions made at retirement are often irrevocable, help from a financial expert can prove invaluable.

Expert help with your retirement
lump sum investment

Lump sum investment


Make well advised investment decisions with your money and ensure its best placed to meet your financial goals.

Make the most of your money
estate planning

Estate planning


Reduce, or eliminate altogether, any tax liability your loved ones may have to face.

Look after your loved ones
restructuring your portfolio

Restructuring your portfolio


Ensure your portfolio is right for you. An adviser can help restructure your investments to meet your objectives.

Meet your objectives better
investment management

Investment management


Benefit from professional portfolio management and the peace of mind it can provide.

Let us do the work for you
pension consolidation

Pension consolidation


Pension planning advice may be valuable if you have numerous and complicated pensions, with differing benefits.

Plan your pensions

What can you expect?

  • An assessment of your financial position

    Our advisers will take the time to understand your personal circumstances, goals and levels of risk you are willing to take.

  • A personal plan

    We will provide recommendations that are suitable for you, to help you meet your long-term goals. This will be in the form of a written report.

  • A regular review of your finances, if you choose

    Our low-cost review service can ensure your plans to stay on track to meet your goals.

How much does advice 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. Find out more about our costs.

Get started with a 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

Free guide to Financial Advice

Find out about our range of advisory services and the costs involved.

Download your free guide

Have a question?

0117 311 3256

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.