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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.

  • Clive Thomas
    MA APFS

    Book a call

    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

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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.

  • Alex Campbell
    FPFS

    Book a call

    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.

    Hugh Breach
    DipPFS

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    Hugh began his career with Hargreaves Lansdown shortly after graduating with first-class honours in History from Newcastle University. He has worked in a number of roles across the company including in the Investment Research team, providing him with a great depth of knowledge and experience. Having achieved his advisory qualifications, Hugh joined the advisory team to help clients make the most of their money.

  • Bradley Clark
    MSc APFS

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    Bradley began his career at Hargreaves Lansdown in 2010 upon graduating from the Bristol Business School with a Masters in Economics. Bradley has attained Chartered status with the Chartered Insurance Institute (CII) and is able to provide advice on a broad range of issues.

    Tom Campbell
    BSc (Hons) DipPFS

    Book a call

    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.

  • Alex Campbell
    FPFS

    Book a call

    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.

    James Black
    FPFS

    Book a call

    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.

  • 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).

    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).

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