Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Hargreaves Lansdown

HL Autumn Statement – TIME FOR ACTION

When clients establish their Hargreaves Lansdown account the first question normally is:

How much time and attention will it need?

Everyone is different but the starting point is to log in once a month for just 5 minutes to check that your selected funds are still on the Wealth 150 or Core Tracker Lists.
The next time is when the half yearly statements are posted to your account, which is why your attention is needed now. These statements will take around 30 minutes to digest. They are quite long, but fairly user friendly, well worth a read and perhaps a comparison with the previous statement.

For those clients who have subscribed to my Ongoing Guidance Service a telephone discussion or personal meeting to talk through which parts of the statement are important and relevant to you is included within the monthly fee. Just give me a ring and we can make the appropriate arrangements.

If you have not subscribed to the Guidance Service, a telephone review is still available for a flat fee of £97. Let me know if you are interested.

Notwithstanding all the issues such as Brexit, Trump, elections etc., world stock markets have remained remarkably resilient so most statements will look pretty good. However that does not mean you should be complacent and the 30 minutes or so it will take to understand the statement will be time well spent.

Finally, I would like to say a big thank you to all of you who have recommended friends and family to talk to me. There is still a great deal of mistrust and worry when it comes to dealing with the financial services world and there is no better way of starting a working relationship than with a recommendation.

Richard, 07770 575122

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