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Fixed cost investment advice at £495

Start 2021 on the right foot. Terms apply

Book a call today

Book a call with our helpdesk by 12 February 2021 and agree to take advice by 26 March 2021 to receive investment advice over the phone for a fixed, low cost of £495. Full terms below.

Our Advisory Helpdesk are your first port of call. They want to hear all about your financial goals and what you’re currently doing to reach them. They will then discuss with you:

  • If advice is right for you
  • What benefit you might see from taking advice
  • Which of our advisory services might suit you
  • Our charging structure

Book a call today

Book a call with our helpdesk by 12 February 2021 and agree to take advice by 26 March 2021 to receive investment advice over the phone for a fixed, low cost of £495. Full terms below.

Our Advisory Helpdesk are your first port of call. They want to hear all about your financial goals and what you’re currently doing to reach them. They will then discuss with you:

  • If advice is right for you
  • What benefit you might see from taking advice
  • Which of our advisory services might suit you
  • Our charging structure

Hargreaves Lansdown PLC group companies will usually send you further information by post and/or email about our products and services. If you would prefer not to receive this, please do let us know. Your personal data will remain confidential, and will never be passed to any other company, unless required by law.

Advisory Service Fixed Charge Offer Terms and Conditions

1. If you contact our Advisory Helpdesk between 18 December 2020 and the close of business on 12 February 2021, agree to receive Investment Advice by telephone and return a signed Adviser Charge Agreement by close of business 26 March 2021, we will only charge you our minimum charge of £495 (+VAT where applicable) (the “Offer”). The Offer is subject to these terms and conditions.

Details of the Offer

2. To be eligible you must contact our Advisory Helpdesk between 18 December 2020 and the close of business on 12 February 2021 either by calling 0117 317 1690 or by booking a call back with us by close of business on 12 February 2021. You must also decide that you wish to receive Investment Advice from us, and have signed and returned an Adviser Charge Agreement, by close of business on 26 March 2021.

3. If you decide that you wish to receive Investment Advice by telephone from us within the timescales noted above, you will not be subject to our standard rate of 1-2% of the portfolio value being advised upon with a minimum charge of £495 when advice provided by telephone. Instead we will fix the cost of receiving the advice from us at our minimum charge of £495 (+VAT where applicable). For more information regarding our financial advice charges, please visit our website at www.hl.co.uk/financial-advice/advisory-charges.

4. Investment Advice means the receipt of recommendations from one of our financial advisers in relation to investment decisions. This may include:

i. A new cash investment into any panelled wrapper. This would include reinvestment of tax free cash taken from a pension or making a pension contribution.

ii. Any investment through regular premiums.

iii. Recommendations to alter an existing investment portfolio except where the existing investment is currently held within an Investment Bond, Income Drawdown or Pension arrangement

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5. Investment Advice does not include wider financial planning matters which shall include, but are not limited to, advice on transferring or consolidating pensions, retirement planning, care provision and inheritance tax planning. If after discussions with your financial adviser, the scope of advice needs to be widened to include wider financial planning matters, the Offer will no longer be applicable.

6. This Offer only covers Investment Advice received by telephone and excludes advice provided on a face to face basis.

7. This Offer excludes on-going advice charges.

8. Where you qualify for the Offer, your Financial Adviser will apply the fixed charge to your Adviser Charge Agreement.

Please note:

9. The Offer is limited to one per client.

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

11. We may amend, extend or withdraw this Offer at any time. Details of any such amendment, extension or withdrawal will be posted on our website at www.hl.co.uk/financial-advice.

12. This Offer will be governed by English law and, in participating, you submit to the jurisdiction of the English courts.

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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