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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.

  • Steve Bacon
    FPFS

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    Stephen started his career with Hargreaves Lansdown in 2006 after graduating university with a business degree. He began advising clients in 2010, has achieved Chartered status, and is a Fellow of the Personal Finance Society

    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.

  • James Atkinson
    FPFS

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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).

    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.

  • 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.

    Rick Truman
    FPFS

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    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).

  • Alex Campbell
    BSc FPFS

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    Alex began his career with Hargreaves Lansdown in 2006. He has worked in the advisory team since 2010 and spent time studying to become a Chartered Financial Planner and a Fellow of the Professional Financial Society, two of the highest accolades a Financial Adviser can achieve.

    William Hewitt
    APFS

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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).

  • 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).

    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).

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