NEW: HL Investment Coaching Service
Important information: Our coaching sessions are designed to give you investment guidance, but it’s not financial advice. Please ask for advice if you’re not sure what’s right for you. Investments can fall as well as rise in value, so you could get back less than you invest.
Unlock your investment potential with personalised coaching
Navigating the complexities of investing can be challenging. That's why we're thrilled to introduce our free investment coaching service, designed with your unique goals in mind. During your personalised session, our expert will give you the knowledge and tools to help you unlock your investment potential.
What can you expect?
45-minute appointment
Choose a phone or video call.
Your conversation will take place on Teams so that your coach can show you where to find online investment tools, insights, and useful resources.
Your investing masterclass
Your coach will help you understand the fundamentals of investing, and how to define your investment objectives and risk attitudes.
They’ll also talk you through your options for building a portfolio with HL and will provide real life examples of investment returns over time.
Your personalised action plan
Your coach will work with you to craft an investment action plan, tailored specifically to your goals.
After the session, you’ll get actionable steps to help you navigate building or fine-tuning your portfolio.
Book your free coaching session
Just follow the link below and select a time and date that suits you.
Your coach will give you information and tools to help you make your own investment decisions with confidence. They won't provide a market view or prediction, or financial advice.
We require a minimum of 72 hours’ notice to book. If you need help with booking, contact us at FinancialCoaching@hl.co.uk.
Please note that all calls are recorded for training and legal requirements.
What our clients say
The coach was knowledgeable, helpful and gave me some things to think about. Whilst not advice, the talk was very informative, and I liked it very much.
I'm more confident and don't feel so overwhelmed by the information. I feel I know where to look.