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Financial advice telephone appointment

Speak to a telephone adviser

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.

  • William Pomphrey
    APFS

    Book with William

    William has worked for Hargreaves Lansdown since 2009, and has since completed both the Diploma and Advanced Diploma in Financial Planning. Before joining our advisory team, William worked as a Corporate Consultant advising companies on Pension & Investment Plans for employees.

  • Paul Crossan
    DipPFS

    Book with Paul

    Paul graduated from the University of Glasgow and has over 15 years of Financial Services experience having previously worked for a large insurance organisation undertaking various roles including managerial positions before joining Hargreaves Lansdown in 2011. He is an Associate of the Personal Finance Society and a Chartered Financial Planner.

  • Clive Thomas
    MA APFS

    Book with Clive

    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.

    Steve Nowosad
    FPFS

    Book with Steve

    Steve began working for Hargreaves Lansdown after graduating in 2007. He worked in different roles for the advisory team before becoming a financial adviser. He has achieved both Chartered and Fellow status and also holds the qualification required for long term care advice.

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