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Focus on what really matters

We’re pleased that we’ve been recommended

With your finances in order you can focus on what really matters. Financial advice can help save you time, tax and money.

Our starting point is not to assume you need financial advice. Instead we’ll help you decide if you need advice in the first place. And if you do go ahead, we’ll pay both you and your friend £100.

It starts with a quick call. There’s no pressure and it only takes a few minutes to find out if you will benefit. If you will, we’ll arrange your first free meeting with an adviser to discuss details of your savings and investments and our charges. No personal advice will be given during the initial consultation.

Key information: We’ll pay you and your friend £100 if you pay us for advice within 6 months of submitting the form. This might mean they make the connection that you’ve paid for advice. By requesting your consultation, you accept this.

Please ask a friend to recommend you

You will need to be recommended by a friend in order to participate in the offer.

Alternatively you can call us on 0117 900 9000.

What are the full terms of the offer?

1. The offer is that, subject to these terms and conditions, we will pay you £100 providing you submit this form before 29 May 2020 and pay for advice within 6 months of submitting the form.

To be eligible for the offer:

2. You 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.

3. You must not be an employee of, or a relative of an employee of, any Hargreaves Lansdown Group company.

4. You must be new to the Hargreaves Lansdown Group. This means you must not be or have been a client of, or paid for any services received from, any member of the Hargreaves Lansdown Group.

5. Only one payment of £100 will be made per client.

6. Only one payment of £100 will be made per address. This means that if more than one person from a single address takes financial advice, you’ll only receive one payment of £100.

7. This offer cannot be used in conjunction with any other offer or similar campaigns run by us or any other Hargreaves Lansdown Group company.

8. This offer will be governed by English law and, in participating, you submit to the jurisdiction of the English courts.


9. We will pay to you £100 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 you pay for your 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.

10. Payments for being referred by 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.

11. 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.

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.