Book your financial review

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Book a financial review

A financial review usually takes about an hour. If you live near one of our international offices, you may be able to meet with a Wealth Manager. If you don't live close by, we may be able to visit you on one of our overseas trips. Or you can discuss your finances with us over the phone.

To book a financial review with a Wealth Manager, send us your contact details and we'll be in touch.

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Your data: We use an HSBC Group company to process and store electronically the information you provide above. Your information will be protected in accordance with data protection legislation as well as a strict code of secrecy and security which all members of the HSBC Group, their staff and any third parties are subject to and will only be used in accordance with our instructions, regardless of whether your information is processed inside or outside the European Economic Area. Please note that calls may be recorded as part of our ongoing review of service quality.

Related information

What happens in a financial review?

Meet our wealth experts

International office locations

Is it for me?

You can book a financial review if:

  • you've £20,000* or more to invest
  • you want to save at least £500* a month
  • or you'd like us to help you protect your wealth.

If a financial review isn't for you, take a look at the other products we offer expats.

You can also open an HSBC Expat Bank Account - or choose from our range of multicurrency savings accounts.

Need help with something else?
See the best ways to contact us

*Or the currency equivalent