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Investment advice

Tailor-made advice to help you make financial decisions.

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?

Tailored advice

We provide personalised advice based on your lifestyle and financial situation.

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 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.

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


Use our calculator to see how your investment could potentially grow over time and under different market conditions.


Access our guides, tools, investment products and wealth specialists to achieve your ideal retirement lifestyle.

You might also be interested in


Learn about how financial advice could help you decide what might be right for you.


Get to grips with risk and learn how it could impact your money.


Learn the basics of investing to work out whether it could be right for you.

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