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Focus on what really matters

So, you’ve been recommended to us for financial advice

With your finances in order you can focus on what really matters. Financial advice can help you save time, be more tax efficient and understand more about your money.

Our starting point is not to assume you need financial advice, but to help you decide if you do in the first place.

And if you do take advice we’ll pay both you and your friend who referred you £100. Terms below.

It starts with a quick call back from our advisory helpdesk. They will explain more about advice and our charges to help you get the best out of our service. No personal advice will be given during this initial meeting.

Please note we can only provide advice to UK residents.

There’s no pressure and it only takes a few minutes to find out if you’ll benefit from advice.

If you feel you would benefit we’ll arrange your first meeting with an adviser. If we think you may be better off using our free tools to help make your own investment decisions, we’ll tell you.

Important information: Your friend will need to provide you with their unique referral code and you must quote this on your call in order to qualify. We’ll pay you and your friend £100 each if you pay us for the advice within 6 months of the referral. This might mean they make the connection you’ve paid for advice. By quoting a referral code on your call you accept this.

So, you’ve been recommended to us for financial advice

With your finances in order you can focus on what really matters. Financial advice can help you save time, be more tax efficient and understand more about your money.

Our starting point is not to assume you need financial advice, but to help you decide if you do in the first place.

And if you do take advice we’ll pay both you and your friend who referred you £100. Terms below.

It starts with a quick call back from our advisory helpdesk. They will explain more about advice and our charges to help you get the best out of our service. No personal advice will be given during this initial meeting.

Please note we can only provide advice to UK residents.

There’s no pressure and it only takes a few minutes to find out if you’ll benefit from advice.

If you feel you would benefit we’ll arrange your first meeting with an adviser. If we think you may be better off using our free tools to help make your own investment decisions, we’ll tell you.

Important information: Your friend will need to provide you with their unique referral code and you must quote this on your call in order to qualify. We’ll pay you and your friend £100 each if you pay us for the advice within 6 months of the referral. This might mean they make the connection you’ve paid for advice. By quoting a referral code on your call you accept this.

Terms of the offer

1. Subject to these terms and conditions, we will pay you £100 if you contact our advisory helpdesk by 29 October 2021 (inclusive), and pay us for the advice within 6 months of the referral (the “Offer”).

To be eligible for the offer:

2. You must contact our advisory helpdesk on 0117 317 1690 or by completing and returning the ‘refer a friend’ form, by 29 October 2021 (inclusive).

3. You must be eligible to receive advisory services from us, and pay us for the advice within 6 months of the referral.

4. You must not be an employee of any Hargreaves Lansdown Group company or a member of any such employee’s immediate family.

5. You must be new to the Hargreaves Lansdown Group. This means you must not be a current or past client of any Hargreaves Lansdown Group company or have previously paid for any services provided by any Hargreaves Lansdown Group company.

6. Only one payment of £100 will be made per client.

7. Only one payment of £100 will be made per Household. In this context, we define a “Household” as meaning one or more related individuals residing together at the same address. This means that if more than one person from a single Household takes financial advice, you’ll only receive one payment of £100.

8. This Offer cannot be used in conjunction with any other offer or similar campaigns run by us or any other Hargreaves Lansdown Group company.

9. This Offer will be governed by the laws of England and Wales and, in participating, you submit to the jurisdiction of the courts of England and Wales.

Payment:

10. We will pay to you £100 in accordance with these terms and conditions. Payment will be made into your HL Loyalty Bonus Account on the 10th of the month following the month in which you pay for your advisory services (or the next working day if the 10th is not a working day). If you do not have a Hargreaves Lansdown investment account with us then we will send you a cheque for £100. We accept no liability in the event that the cheque is not safely delivered. In the event of non-delivery please notify us and we will arrange for a replacement cheque to be posted.

11. Payments for being referred by a friend will be treated as taxable income and should be declared to HMRC. If you are completing a self-assessment tax return we would expect it to be declared under ‘Other UK income’. If you are unsure you should speak to a tax adviser. Tax rules can change and benefits depend on personal circumstances.

12. We may withdraw this Offer at any time by providing reasonable notice. Details of any such amendment, extension or withdrawal will be posted on our website at www.hl.co.uk/financial-advice/advice-refer-a-friend.

13. References in these terms and conditions to “Hargreaves Lansdown”, “our”, “us” or “we” are to Hargreaves Lansdown Advisory Services Limited (company number 03509545), authorised and regulated by the Financial Conduct Authority (FCA Register number 189627), whose registered office is at 1 College Square South, Anchor Road, Bristol, BS1 5HL. References to the “Hargreaves Lansdown Group” are to Hargreaves Lansdown plc (company number 02122142) and its subsidiaries from time to time.

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