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 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.
10 January 2019
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).
BSc Econ (Hons) APFS
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).
17 January 2019
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 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.
24 January 2019
BSc (Hons) DipPFS Cert CII(MP)
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.
BSc (Hons) DipPFS
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.
31 January 2019
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.
APFS, CertPFS (DM), BSc (Hons)
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.