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Financial advice telephone appointment

Financial advice telephone appointment

An easy way to start breathing life back into your financial plans

Book a call About our advisory service

Speak to a fully qualified financial adviser

If want to take the next step to achieving your financial goals, our telephone advice appointments could help you.

The aim of the call is to find out more about you and discuss if personal advice will benefit you. If you feel like it will, your adviser can explain how we provide advice for what you need. On the other hand, you may find out how to achieve your financial goals by yourself. That’s our way of tailoring our service for your needs.

On your call, we’ll be unable to provide personalised advice. There’s no obligation to take advice but if you do choose to take it, your adviser will explain any associated charges (usually 1-2% of the portfolio value or a minimum of £495 + VAT).

Frequently discussed topics

  • Lump sum investments
  • Investment management
  • Retirement planning
  • Pension consolidation
  • Portfolio restructuring
  • Estate planning

Book your call

Slots are limited so don’t miss out.

  • Hugh Breach

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    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.

    Bradley Clark
    MSc APFS

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    Bradley began his career at Hargreaves Lansdown in 2010 upon graduating from the Bristol Business School with a Masters in Economics. Bradley has attained Chartered status with the Chartered Insurance Institute (CII) and is able to provide advice on a broad range of issues.

  • James Atkinson

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    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)

    Ed Boswell
    BA (Hons) APFS

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    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.

  • Andy Collett

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    Andrew has over 15 years' Financial Services experience, with over ten years at Hargreaves Lansdown. Andrew advises on a broad range of issues and has attained Chartered status with the Chartered Insurance Institute (CII).

    Tom O'Rourke
    BA (Hons) APFS

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    Tom joined Hargreaves Lansdown in 2001 as a business studies graduate. He spent a number of years working in our corporate division before moving to the advisory team part. He has since attained Chartered status with the Chartered Insurance Institute (CII).

  • Will Hewitt

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    William started his Financial Services career with Hargreaves Lansdown. He has dedicated himself to achieving a thorough knowledge of the industry by working in a number of areas of the business and pursuing relevant qualifications, including attaining Chartered status with the Chartered Insurance Institute (CII).

    Nick Miller

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    Nick has been working for Hargreaves Lansdown since 2006. He is a Chartered Financial Planner and also a Fellow of the Personal Financial Society, two of the highest accolades a Financial Adviser can achieve. He initially managed a team within our Operations department before joining the advisory division in 2013.

Can't make it?

Book a call with our advisory helpdesk

Someone from our friendly team will explain about advice, find out how you’re doing and see if you need advice.

If you think advice could help they’ll arrange a meeting with an adviser at a time and a place to suit you.

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