The advisory process

Our advisory service is designed to be simple and straightforward. To help, we have summarised it into 4 easy steps.

Continuing support

Our aim is to build a long-term relationship with you and help you make more of your money.

Ongoing 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 Practitioner. This will give you peace of mind and ensure you continue to benefit from the expertise of your adviser.

Expert helpdesk - We have a dedicated adviser support team who will be on hand to answer any general questions you may have.

Investment Times - As a client of Hargreaves Lansdown you will also receive our Investment Times magazine regularly. Packed full of informative articles, investment reviews and market commentary from our expert investment team, although this is published on an non-advisory basis, it will also help keep your finances fresh in your mind.

www.H-L.co.uk - As you may have already discovered, our website 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. You’ll be able to monitor your investments held through Hargreaves Lansdown on our website 24 hours a day.