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Financial advice for today and tomorrow 

Access a wealth of financial support

Helping you reach your financial goals

Our relationship management and advice services are here to help you and your family manage your banking and finances, not only for today but to help you plan for and meet your future hopes, dreams and ambitions. 

Not an HSBC Premier customer?

To access our premium range of banking services you need to have an HSBC UK Premier Bank Account. Financial and other eligibility criteria apply.

Relationship Management Services

  • As an HSBC Premier customer, you will have access to a range of relationship management services designed to help you and your family thrive
  • Our aim is to meet your personal needs and circumstances with the service we provide and introduce you to a range of HSBC specialists as appropriate, including regulated Financial Advisers to help achieve this

Premier Financial Advice

If you’re looking for wide-ranging financial advice, our qualified financial advisers can help you create a bespoke financial plan for you and your family. We can help you to:

 

  • protect you and your family
  • save for your children's future and education
  • plan for your retirement
  • manage and grow your wealth
  • pass on your wealth to family and friends

 

To help you achieve your objectives, we’ll recommend from a wide range of investment products and protection policies - hand-picked from a limited number of carefully selected providers, including HSBC. 

 

Available to customers who are residents in the UK, Channel Islands and Isle of Man. Fees and eligibility criteria apply.

Managing and growing your own portfolio

  • Get personalised online investment advice to help you plan for a better future
  • Choose a ready-made HSBC portfolio that matches your preferred level of risk
  • Use our online fund platform to build and manage your own portfolio of funds from HSBC and other leading asset managers
  • Use online sharedealing to buy and sell UK and US shares, exchange-traded funds and bonds with tools to help you make informed investment decisions.

Fees and eligibility criteria apply.

 

Bear in mind, the value of investments (and any income received from them) can fall as well as rise and you may not get back what you invest.

 

Most investments should be held over the medium to long-term and therefore you should be prepared to commit for at least 5 years.

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