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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 you 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.

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

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    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.

    Matt Mai
    MSc DipPFS

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    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.

  • Nicholas Miller
    FPFS

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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.

    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).

  • Paul Baigent
    FPFS

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    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).

    James Black
    FPFS

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    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.

  • Clive Thomas
    MA APFS

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    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.

    Nicholas Miller
    FPFS

    Book a call

    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.

Book a call back