Financial advice telephone appointment
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Who will I be speaking to?
On the other end of the phone there’ll be a fully qualified financial adviser. There are two advisers to choose from on each date and you can select your date and adviser using the list below.
What will I get out of the call?
We want you to feel like you’ve made progress. Whether that means taking your first steps to planning your finances or changing your current strategy, telephone advice clinics are ideal for anyone who has reached a stumbling block with their finances.
When you put down the phone we hope you’ll have a better understanding of either how you can help yourself or the other options available to you – including personalised advice.
Frequently discussed topics
- Lump sum investments
- Investment management
- Retirement planning
- Pension consolidation
- Portfolio restructuring
- Estate planning
What happens next?
What happens next is entirely up to you. You may come away from your call feeling reassured and with no need to seek advice.
But if you’ve found that one question lead to another, your adviser can tell you more about getting in-depth, personalised advice (unfortunately we typically won’t give personalised advice on your telephone clinic call). There’s no obligation to go down this route and your adviser will explain the advice process and any associated charges (usually 1-2% of the portfolio value or a minimum of £495+VAT).
Book your call
Slots are limited so don’t miss out.
21 February 2019
Hugh began his career with Hargreaves Lansdown shortly after graduating with first-class honours in History from Newcastle University. He has worked in a number of roles across the company including in the Investment Research team, providing him with a great depth of knowledge and experience. Having achieved his advisory qualifications, Hugh joined the advisory team to help clients make the most of their money.
BA (Hons) APFS
Edward earned a 1st class honours degree in Accounting and Finance. He has dealt directly with market based investments as a stockbroker, before moving on to the advisory team. He has since qualified as Chartered Financial Planner, demonstrating his technical knowledge and experience.
28 February 2019
After graduating with a degree in Physics, James began his career in Financial Services. During his time here, he has worked in a number of roles across the business before focussing on advice. James has achieved Chartered status with the Chartered Insurance Institute (CII) and is also a Fellow of the Personal Finance Society (PFS).
Tom began his career in 2010 with Hargreaves Lansdown, shortly after moving from London to Bristol. He has gone on to achieve Chartered status and has also won an industry award in 2014 for “Best Paper for Pension Income Options (JO5)” from the CII.