Hargreaves Lansdown

Financial Adviser (Restricted Whole of Market) One College Square South, Anchor Road, Bristol, BS1 5HL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Hargreaves Lansdown empowers people to save and invest with confidence through award winning investment products, services and advice.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Long term care
Meet our advisers
Gary Smith
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Rosie Richard
Financial Adviser
Paul Clifton
Financial Adviser
Accreditations
Chartered Financial Planner
Andrew Binding
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Matthew Colman
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Martin Perry
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Justin Hastings
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Chris Wordsworth
Financial Adviser
Accreditations
Chartered Financial Planner
Jonathan Parish
Financial Adviser
Adam Reed
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Jonathan Baker
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
William Pomphrey
Financial Adviser
James Shattock
Financial Adviser
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us

One College Square South, Anchor Road, Bristol, BS1 5HL

Contact us
About us

At HL, the words we live by are ‘advice on your terms’. That means our advisers will provide a service built around your needs and your budget. Whether that means one-off advice, ongoing support, advice over the phone or face-to-face, we’re here to guide our clients towards financial security.

There’s no doubt that HL financial advisers are talented as individuals but they also have the backing of a FTSE 100 company packed full of other expertise such as cutting-edge investment research. The most important team member, though, is you. We’ll make sure our approach matches up with your attitude to risk and your life goals.

Our services

Our advisers are fully certified by the Chartered Insurance Institute. But there’s more to us than letters after our names. As well as qualifications, we’ve got what you can’t teach; empathy and compassion for our clients.

We see each one as an individual and tailor our service to give what’s needed - a little advice, a lot or none at all. From one-off guidance through to taking the reins on your investments, we’ll make sure we’re working with you in the way you want. Plus, we go beyond staying up to date and always look for new ways to innovate.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Compliance

Hargreaves Lansdown Advisory Service is authorised and regulated by the Financial Conduct Authority. Please note tax rules can change and any reliefs depend on your personal circumstances. For advice tailored to your own particular situation, always seek independent advice from a professional.

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