Recommend a friend to HL advice
Know someone who could use a little advice? You could both be better off
It’s great to hear you’re happy with our advice. Why not see if your friends could benefit by recommending us? For every friend you refer who takes advice from us, we’ll pay both you and your friend £100 to say thank you.
Offer ends 29 May 2020. Terms and more about the offer below.
It's as easy as 1,2,3
Share the offer
Share the offer with friends and family using the links below
They talk to us about advice
If it sounds right for them we’ll offer a first free meeting with an adviser
You can receive £100
If advice is taken we’ll pay both you and your friend £100
How the offer works
If any of your friends are interested, our advisory helpdesk will call them to see if any advice is needed.
If it sounds right for them we’ll offer a free meeting with one of our financial advisers to talk through their savings, investments and pensions as well as details of our charges. If advice is taken we’ll pay both you and your friend £100 in to your HL loyalty bonus accounts.
We’re proud that 97%* of Hargreaves Lansdown advisory clients rate our service highly. We hope you share their view and are happy to recommend us.
*HL survey, May 2018, 132 respondents
What are the full terms of the offer?
1. The offer is that, subject to these terms and conditions, we will pay existing clients £100 for each friend they refer to us who pays us for advisory services within six months of the referral. We will also pay the friend £100 when they take advice from us.
To be eligible for the offer:
2. You must refer a friend to receive advice from our advisory team by sending your friend the personalised link to the “Refer a friend” form which we have provided to you. To be eligible, the form must be completed and submitted to us by following the link, and be received by us no later than 29 May 2020.
3. You must be an existing Hargreaves Lansdown client.
4. The friend you refer must be eligible to receive advisory services from us, and pay us for advisory services within 6 months of the receipt by us of the completed refer a friend form.
5. The friend you refer must give us permission to confirm to you that he or she has paid for advisory services in accordance with these terms.
6. You must not be an employee of, or a relative of an employee of, any Hargreaves Lansdown Group company.
7. In distributing your personalised “Refer a friend” link, you consent to your name being mentioned in our communications with any of your friends who submit a form using that link.
8. Your friend will not automatically enrol into any similar offers or campaigns run by us or any other Hargreaves Lansdown Group company.
9. By distributing your personalised “Refer a friend” link, you will be deemed to have accepted to be bound by these terms and conditions.
10. Only one payment of £100 will be made per friend referred. This means that you will not receive £100 where your friend has already been referred to us by another client.
11. Only one payment of £100 will be made per address. This means that if you refer more than one friend from a single address, you will only receive one payment of £100. It also means that you will not receive any payment where you refer a friend who lives at an address which matches the address of a friend who has already been referred to us.
12. We will pay to you £100 for each referral you make in accordance with these terms and conditions. Payment will be made into your HL loyalty bonus account on the 10th of the month following the month in which your referred friend paid for their advisory services (or the next working day if the 10th is not a working day). If you do not have a Hargreaves Lansdown investment account with us then we will send you a cheque for £100.
13. Payments for referring a friend will be treated as taxable income and should be declared to HMRC. If you are completing a self-assessment tax return we would expect it to be declared under ‘Other UK income’. If you are unsure you should speak to a tax adviser.
14. We may amend, extend or withdraw this offer at any time. Details of any such amendment, extension or withdrawal will be posted on our website at https://www.hl.co.uk/financial-advice/recommend-a-friend.
15. This offer will be governed by English law and, in participating, you submit to the jurisdiction of the English courts
References in these terms and conditions to “Hargreaves Lansdown”, “us” or “we” are to Hargreaves Lansdown Advisory Services Limited (company number 03509545), authorised and regulated by the Financial Conduct Authority (FCA Register number 189627), whose registered office is at 1 College Square South, Anchor Road, Bristol, BS1 5HL. References to the “Hargreaves Lansdown Group” are to Hargreaves Lansdown plc (company number 02122142) and its subsidiaries from time to time.