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Hargreaves Lansdown
 

How the service works

We've designed our financial advice service to be clear and straightforward. This helps you understand the service you'll receive before you make any commitment. We've summarised the process into 4 easy steps.

The IFA process: Step one - Information. Step two - Consultation. Step three - Recommendation. Step four - Action

Ongoing support

Once you've received your advice and any necessary investments have been placed we'll continue to stay in touch and do what we can to help you make more of your money. We'll do this in a number of ways.

Regular reviews

To ensure your finances remain on track, catering for any changes in your circumstances, we offer you a regular review which you can arrange with your financial adviser. This will give you added peace of mind and ensure you continue to benefit from the expertise of your adviser.

Specialist helpdesk on-hand

We have a dedicated adviser support team on-hand to answer any general questions you may have. Whether a question about your portfolio or a more general question about investments our specialist team can help.

The Investment Times Magazine

As a client of Hargreaves Lansdown you will also receive our regular Investment Times magazine. It's packed full of informative articles, investment reviews and market commentary from our expert investment team. Although this magazine does not contain advice, it will help keep your finances fresh in your mind and stay informed on the investment world.

" I find your Investment Times magazine refreshing. I haven't personally got the time to follow the stock market, so the fact that you provide me with information is very beneficial.
Peter Dawes, Buckinghamshire

Website

You'll be able to monitor your investments held through Hargreaves Lansdown on our website - giving you access to information on your holdings and their performance whenever you want it.

As you may have already discovered, our website also contains a wealth of information to give you support and help you make more of your money. You'll find news & views from our experts updated daily, our free pension calculator, market & fund reviews and much more.

Find out more

Call us on 0117 317 1690 to book a free initial consultation.

Request a brochure

Have a question?

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Hargreaves Lansdown is authorised and regulated by the Financial Services Authority.

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