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Sunday, January 28, 2024

HL’s new monetary recommendation head to increase providers

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Hargreaves Lansdown has recruited Richard Caldicott from M&G Wealth to lead its increasing monetary recommendation providing.

He’ll take part October and will lead and steer the expansion of the “HL monetary recommendation proposition.”

Hargreaves Lansdown has supplied a Monetary Planning service for a few years however is aiming to maneuver into new recommendation areas together with digital and ‘augmented recommendation’ delivered by AI and increase its monetary recommendation service extra usually.

Mr Caldicott has in depth expertise within the monetary recommendation sector and the corporate says his transformation and expertise abilities shall be significantly precious. 

Ian Hunter, shopper director, Hargreaves Lansdown, mentioned the corporate had an “thrilling technique” for its monetary recommendation operation. It introduced immediately in its annual outcomes, which confirmed a drop in pre-tax earnings, that it plans to launch an ‘Augmented Recommendation’ arm later this yr.

Mr Hunter mentioned: “Richard’s background in growing digital led methods which give attention to shopper expertise inside the Monetary Recommendation sector is one thing we may be actually enthusiastic about.

“His expertise and strategy align with the thrilling technique we now have for our monetary recommendation providing and his expertise will assist to drive and enhance this providing to shoppers. I look ahead to working with him to develop our advisory providers.”

Mr Caldicott mentioned: “It’s thrilling to be becoming a member of the market chief in direct investing at such a pivotal time of their evolution. Making recommendation accessible and inclusive for all calls for new options and providers, and HL are completely dedicated to delivering these.

“Because the financial savings and funding expertise continues to be digitised there are large alternatives to leverage digital growth, alongside our advisers, to enhance the recommendation expertise.”




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