Make well-informed financial decisions
Create a financial strategy
We're here to help with your investment decisions.
Why use the financial planning service?
- Investment expertiseOur experienced financial planning managers are trained according to strict HSBC standards and all bear special accreditation.
- Personalised adviceWork closely with our financial planning managers to create a financial strategy fit for your personal needs.
- Portfolio creationOur advisers will come up with a comprehensive portfolio of investment products for your consideration, which you can choose to accept or reject.
- Strictly confidentialOur meetings and recommendations are bespoke to you and go no further.
How it works
You'll initially arrange a meeting with one of our financial planning managers. At this first meeting, you'll fill in a questionnaire that will help us in creating your investment profile. It gives us insight into your actions (purchases, deposits), existing investments, needs, priorities and future plans.
The financial planning manager will evaluate your case carefully and return with a comprehensive proposal that reflects your personal demands and needs. You'll also get a full breakdown of the recommended investments, chosen from our extensive range.