Top of main content

Financial planning service

Make sure you're using your money efficiently, whatever stage of your life

Make well-informed financial decisions

In today's fast-moving world, effective wealth management is key to achieving success. But sometimes it can be hard to tell what investment solutions are ideal for you. That's where our financial planning service comes in. You'll get comprehensive investment support to help you on your way.

Create a financial strategy

We're here to help with your investment decisions.

Speak to an advisor

Why use the financial planning service?

  • Investment expertise
    Our experienced financial planning managers are trained according to strict HSBC standards and all bear special accreditation.
  • Personalised advice
    Work closely with our financial planning managers to create a financial strategy fit for your personal needs.
  • Portfolio creation
    Our advisers will come up with a comprehensive portfolio of investment products for your consideration, which you can choose to accept or reject.
  • Strictly confidential
    Our 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.

Try our savings calculators

Grow your wealth

 

Could your money be working harder for you? Try our wealth calculator to find out how much more you could be earning with a personally tailored savings plan.

Plan for retirement

 

It's never too early to start putting money aside for retirement. Discover how much you should be putting aside to help ensure that your golden years are free from financial worries.

Saving for your child's education

 

Calculate how much you should be putting aside each month to help ensure the best educational opportunities for your children.

Plan your financial future

Am I eligible? 

Call us now to speak to an adviser.

801 11 71717

Or come speak to us in person.

You might be interested in

HSBC Investments

 

See all the investment products we offer.

Portfolio transfer

 

Transfer your portfolio or invest through us for the first time and win up to €500.

Wealth Insights

 

Get the HSBC view with exclusive insights.