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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

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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 three 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.

  • Rick Truman
    FPFS

    Fully booked

    Rick has over 25 years of experience in Financial Services and joined Hargreaves Lansdown in 2006. He has gone on to become a Fellow of the Personal Finance Society (PFS).

    Paul Baigent
    BSc Econ (Hons) APFS

    Fully booked

    Paul started his career with Hargreaves Lansdown shortly after graduating with an economics degree. He has been advising clients since 2006 and has since gone on to achieve Chartered status with the Chartered Insurance Institute (CII).

  • Matt Mai
    MSc DipPFS

    Book a call

    Matthew began his career with Hargreaves Lansdown, shortly after graduating with an Economics degree as well as a Master’s degree in Public Policy from Bristol University. He has been advising clients for a number of years.

    Clive Thomas
    MA APFS

    Book a call

    Clive began his career in Financial Services over ten years ago, joining Hargreaves Lansdown after graduating. He graduated with a degree in Business, as well as a Master’s degree in Surveying. He initially worked as an equity dealer and subsequently moved to the advisory team.

  • Alex Pearce
    BSc (Hons) DipPFS Cert CII(MP)

    Book a call

    Alex began his career in Financial Services, shortly after graduating. He has worked across the business in a variety of roles all pertaining to advisory services which provides a real depth of knowledge.

    Tom Campbell
    BSc (Hons) DipPFS

    Book a call

    Tom joined Hargreaves Lansdown in 2012, after graduating with a degree in Sports & Exercise Science. Tom advises on a broad range of issues and is currently working towards Chartered status.

  • James Black
    FPFS

    Book a call

    James joined Hargreaves Lansdown in 2011 and spent three years working on the Investment Helpdesk before joining the advisory team. He has since achieved Chartered status and is a Fellow of the Personal Finance Society.

    Tom Cowell
    APFS, CertPFS (DM), BSc (Hons)

    Book a call

    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.

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.

Book a call back