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investment advice

Investment advice

Build or update your portfolio to match your objectives and reduce the impact of losses.

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Specialist investment advice from HL

You may already be tucking away money in savings, investments and pensions to try to build your wealth. But if you think your portfolio could be more effective, we can help.

We can:

  • Recommend a suitable portfolio of investments for your goals
  • Check your portfolio is cost effective
  • Make sure your portfolio is well balanced and diversified
  • Make your portfolio suitable for your stage in life

HL Advisers, James Atkinson, Tom O’Rourke and Hugh Breach explain how investment advice could help beginner and experienced investors alike achieve their financial goals.

Why get investment advice?

Investing is often a big part of achieving your financial goals. Choosing the right investments will have a big impact on your financial future over time.

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Please note the value of investments goes up and down so you could get back less than you invest.

Investment advice focusses on choosing the right investments for you. If you’d like a strategy, our financial planning service goes further and can help you plan for things like protection, retirement, estate planning and long term care. Financial planning is charged differently to investment advice.

Investment advice charges

Our financial advisers charge up to 1% (minimum charges apply) of the assets advised upon for investment advice.

We don’t believe in tying people into yearly reviews so with HL you can choose one-off advice. For an extra charge, ongoing advice is available on a yearly basis if you request it.

Our advisers will always look at your current circumstances and plans as a whole before giving recommendations.

More about our charges

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Our investment advisers’ qualifications

All advisers must have a diploma in financial planning (or equivalent) which is recognised by the Financial Conduct Authority and complete training and development each year to keep their knowledge up to date.

The majority of our advisers’ qualifications are awarded by the Chartered Institute of Insurers (CII) and they are members of the Personal Finance Society (PFS).

Rest assured all our advisers are fully qualified to advise you on investment advice.

Book a call with our advisory helpdesk to get started

Book a call with our advisory helpdesk to start your financial advice journey. They’re here to answer any outstanding questions you have about advice at HL.

There’s no obligation to take advice and there’s no hard sell. In fact, they’ll let you know about our free information and tools if advice is not for you.

They won’t provide personalised advice but if you’re happy, they’ll put you in touch with an adviser within two working days. Your adviser will work with you to ensure you’re comfortable with the service you’ve chosen, that you’re getting the right level of advice you need and the charges involved.

Please note: We can only provide advice to UK residents. If you’re resident overseas, unfortunately we’re unable to advise you.

More helpful information

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