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.
7 July 2020
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.
8 July 2020
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.
9 July 2020
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 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.