Financial advice and portfolio management

Financial planning and investment advice

Independent financial advice

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• Good quality financial advice is worth its weight in gold. As a leading provider of investment management products and services, we have put a huge commitment into delivering the best quality financial advice for our clients.

• How the service works
• Request a brochure about the service

Portfolio Management Service

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• Do you lack the time to manage your portfolio as closely as you would like? Would you appreciate support in your investment decisions? The Portfolio Management Service could be just what you need.

• How does the service work?
• Request a PMS brochure

Financial advice open days 2008

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• Do you have questions about your investments, pensions, tax planning and other financial arrangements? We are hosting open days across the country to give you the chance to meet your local Financial Practitioner.

Not sure where to invest?

Investment bond review

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• April’s changes in tax legislation mean that many investors will now be asking themselves whether they should be selling their investment bonds and reinvesting the proceeds elsewhere. Our investment bond review is designed to help you make that decision.

HL Multi-Manager Funds

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• Why not consider one of our multi-manager funds? Our fund manager chooses what he believes to be the best funds, constantly monitoring them and making changes where necessary.