We seek to refer our clients to trusted local partners across the UK for tax, accounting and legal advice, and for professionals and their clients to benefit from our industry-leading savings and investment services.
Our experienced Financial Advisers can complement your service by providing advice on areas such as investments, pensions and inheritance tax planning.
Call: 0117 317 1690
What we can offer you and your clients
We can offer you a personalised relationship with your local adviser, who can help streamline your administration when collating tax returns, by consolidating investment schedules for you. You can also benefit from asset consolidation, making estate and trust planning and probate more efficient.
Your clients can benefit from the buying power of Hargreaves Lansdown and potential cost savings. We provide support at all levels to help your clients find the right solution for them, from information right through to full portfolio management.
An adviser will help clients to understand their options and decide the right solution including:
- Trust planning
- Financial Planning
- Tax-efficient investing
- Retirement planning
- Inheritance tax planning
What other professionals have to say:
I have no hesitation in recommending any of our clients to Hargreaves Lansdown for investment advice, due to my local adviser’s professional attitude and his sympathetic understanding for each client’s investment plans. As a result, he is able to tailor solutions specific to each individual, often exceeding their expectations. Our relationship means that we are able to offer our clients a holistic approach and work with a large and well respected investment company."
- Manager, Personal Tax, Lancaster