Financial Advisers in Cardiff
A FTSE-listed company with a local service
We’re Hargreaves Lansdown: the UK’s number one platform for private investors.
Our highly experienced financial advisers are available to meet you in Cardiff, either in your own home or another convenient location. They’re also available for telephone and virtual meetings.
You’ll get the friendly and personal service you might expect from a smaller company, but with the top-level research, governance, and investment solutions of an established firm.
Speak to our advisory helpdesk to learn more about our services and charges.
A FTSE-listed company with a local service
We’re Hargreaves Lansdown: the UK’s number one platform for private investors.
Our highly experienced financial advisers are available to meet you in Cardiff, either in your own home or another convenient location. They’re also available for telephone and virtual meetings.
You’ll get the friendly and personal service you might expect from a smaller company, but with the top-level research, governance, and investment solutions of an established firm.
Speak to our advisory helpdesk to learn more about our services and charges.
How financial advice could help
Our financial advisers in Cardiff could help you to:
- Meet your financial goals
- Feel confident about your investments
- Prepare for key milestones like retirement
- Plan a financial future for you and your family
Speak to our advisory helpdesk to learn more about the benefits of financial advice and how much it could cost. They aren't advisers but they're there to help you decide if financial advice is right for you.
Financial advice services in Cardiff
Financial planning
Get a sound financial plan to help you achieve your goals, simplify your finances, and overcome any hurdles you may come across.
Investment advice
Our advisers can build or update a portfolio, so it's tailored around your goals, needs and plans. Keep in mind that investments go up and down in value, so you could get back less than you invest.
Retirement advice
Understand your options, get the hard work done for you, and feel confident about your retirement.
Inheritance tax
Get expert help with estate planning so more of your wealth goes to your loved ones and not the tax man.
Why choose HL for financial advice?
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Security and peace of mind
We're a FTSE-listed company, trusted by over 1.7 million clients. -
You only pay for what you need
We can provide one-off advice to help save you time and money.
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We aim for excellence
Our advisers strive for qualifications beyond the requirements of the Financial Conduct Authority.
Advice in 3 easy steps
1. Get in touch with our advisory helpdesk
You can either call the advisory helpdesk on 0117 317 1690 or book a callback at a time that's convenient for you.
Lines are open from 8.30am until 5pm Monday to Friday.
1. Get in touch with advisory helpdesk
You can either call the advisory helpdesk on 0117 317 1690 or book a callback at a time that's convenient for you.
Lines are open from 8.30am until 5pm Monday to Friday.
2. Speak to our advisory helpdesk
It's a straightforward conversation to help you decide if advice is right for you, so no advice is given on the call.
You'll learn more about the benefits of advice and our charges. If you think that advice might be right for you, they'll put you in touch with one of our advisers.
3. Meet your adviser
The first meeting with an adviser is always free. They won't provide advice at this stage, but they'll find out more about your needs and goals.
Then they'll be able to give you a better idea of how they could help and the charges involved, so you can decide whether you want to go ahead.
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Help and support
If you've got any questions about our advisory services or charges, our Bristol-based advisory helpdesk is the first port of call.
Simply enter your details into the online form and our advisory helpdesk will call you back.
Or you can call them directly on 0117 317 1690. Lines are open from 8.30am until 5pm Monday to Friday. You can also email them on advice@hl.co.uk.
The advisory helpdesk are not advisers, but they'll help you work out if advice might be right for you. Then, if you think it might be, they'll put you in touch with an adviser.
Please note: We can only provide advice to current UK residents.
