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Photo of Helen

Helen's story

Helen started investing with HL to take control of her financial future. She uses HL’s tools, insights, and helpdesk to help make her own investment decisions.

Please note: This case study is not personal advice. If you’re not sure what’s best for your situation, ask for financial advice.

"I’m self-employed with a background in television. My decision to start investing stemmed from a desire for financial independence and security.

I started to take a personal interest in investing based on the returns I was seeing in my pension. At the time, I wasn’t in control of my own investments. With my previous provider, I had to pay for a financial adviser, who made my investment decisions for me. My pension value dropped drastically at one stage, which spurred me on to take my financial future into my own hands.

I didn’t like the fact that other people were in control of my money, and I wanted to invest based on my own personal goals. That’s when I decided to open my accounts with HL. They offered me the chance to take control of my own investments. Not only did I open a Self-Invested Personal Pension (SIPP), I also decided to open an HL Stocks and Share ISA and Fund and Share Account with HL.

HL really stood out to me as a reputable and established platform for do-it-yourself investors. They’re so trustworthy. HL’s customer service is also remarkable. They’ve always been great at explaining things to me.

Whenever I have a question, I just call the helpdesk and they give me an answer in plain English.

I’ve just done my Bed and ISA for the year using their Share Exchange Service. All I had to do was press a few buttons and everything gets done for you. It really takes the hassle out of making the most of my tax allowances for the year.

I always use HL’s insights to help me make my own investment decisions. The information that I look through is always really helpful. In the past, I haven’t had much in the way of information from other providers but there’s so much information available through HL. I even took part in their investment masterclass this year. It was a five-week course that gave me so many insights and tips. They also send me the Investment Times, which is full of articles and investment ideas.

I have a few different accounts with HL now, but the HL ISA and SIPP have great tax perks. I manage all my accounts online. It’s very easy and straight forward. I don’t really think the experience managing my account could get any better. Even adding money to my account is easy.

My experience with HL has been extremely positive. Personally, I don’t think I could ask for anything more. I would highly recommend anyone becoming an HL client if they’re looking to invest. The platform's reliability, coupled with its commitment to customer service, has instilled confidence in my investment journey."