If you're looking for financial advice we can help
Why get financial advice with HSBC?
We provide personalised advice based on your lifestyle and financial situation.
Book an in-branch meeting or a video call with our financial advisers at a time that suits you.
A specialist will help to determine which advice option is the most suitable for you.
A range of investment and insurance options
We’ll recommend investment and insurance products, hand-picked from selected providers, including HSBC.
How it works
1. An initial call
This will be a friendly chat. We’ll just ask you a few questions about your current situation to find out whether our financial advice can help. We’ll outline the process and answer any of your questions.
2. Your planning review
Next, we'll arrange a meeting with one of our advisers for a more detailed discussion about your circumstances and future goals.
Your planning review will include:
- understanding the level of investment risk you’re most comfortable with
- explaining the total costs involved for the financial advice.
There aren't any fees for this meeting or obligations to proceed, but if you're happy to continue your adviser will create your bespoke financial planning report.
3. Our recommendations
Your personal adviser will arrange another meeting with you to talk through their bespoke recommendations.
- the range of recommended products hand-picked from selected providers, including HSBC
- any questions you might have about our investment products
- how to see the value of your investments online
- any charges that apply
Who can apply?
What are the fees?
Ready to book an appointment?
Our advisers are available for financial advice appointments in-branch or via a video call at a time that suits you.
To book your appointment:
Chat to us: use our online Chat to speak with a wealth specialist between 9:00 and 17:00, Monday to Friday.
Email us at: email@example.com and include your preferred contact number.
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