Financial advice and portfolio management

Financial planning and investment advice

Independent financial advice

  • Financial Advice
  • 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.


Portfolio Management Service

  • Portfolio Management Service
  • 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.


Not sure where to invest?

Investment bond review

  • Money Calculator
  • 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

  • Multi-manager funds
  • 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.

Contact us

Call us on 0117 317 1690 to book your free initial consultation

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HL adviser locations

We have advisers based throughout the UK. To search for the closest adviser to you, view the full size map.

Expert comment

Keith Bowman

A week in advance 6th - 10th July 2009
By Keith Bowman
03 Jul, 2009

This coming week sees a steady flow of UK corporate updates scheduled, whilst the economic calendar turns towards UK...