Personalised advice to make smart choices
If you're looking for investment advice or financial advice, we’ll take the time to find out about your current situation before recommending products that are right for you.
Remember, investing has its ups and downs, so you could get back less than you invest.
You should aim to invest for at least 5 years – but your money isn't locked away. You can access it at any time.
Why get advice with us?
Financial advice tailored to you
We provide personalised advice based on your lifestyle and financial situation. There are no fees for the initial review – it’s one of the benefits of banking with us. Fees only apply if you later ask us to provide advice.
No initial advice fees
Talk to us to find out if advice is right for you - there are no fees for the initial chat.
No obligation to invest
Once you've received our advice, there's no obligation for you to take it (report fee applies).
Helping you make the most of your money
To get advice from us, you'll need to have an HSBC current account and be registered for online banking. Eligibility criteria and fees apply.
Financial advice
Financial advice is available if you've got £100,000 or more in savings or investments.
Whether you're looking for financial advice or standalone investment advice, we’ve got you covered.
From a bespoke financial plan that meets your investment, protection and retirement advice needs, to recommendations on where to invest, our advisers can help you get more from your money.
Premier investment management
Discretionary wealth management where investment decisions are made on your behalf, by a Wealth specialist.
Other advice options |
Please note, we no longer offer online investment advice.
Alternatively, you might consider seeing an independent financial adviser. This guide from MoneyHelper can help you find one.
Tools to help you invest
Investment calculator
Use our calculator to see how your investment could potentially grow over time and under different market conditions.
Plan for your retirement
Access our guides, tools, investment products and wealth specialists to achieve your ideal retirement lifestyle.
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Learn the basics of investing to work out whether it could be right for you.