Book your financial review 0

Book a financial review

Call us on: +44 1534 616 313*

We're here 24 hours a day, 7 days a week

Alternatively, we can contact you

A financial review is normally undertaken over the phone and can take up to an hour. To book a financial review with us, please complete the details below and we'll be in touch.

What will we do with these details?

Your information will be used in line with our Privacy Notice.

If you are giving us information about another person, please make sure they are aware their information will be used in line with our Privacy Notice. You must also tell them how they can see what information we have about them and correct any mistakes.

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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.

Please have your 10 digit Personal Banking Number (PBN) and six digit PIN to hand. Calls may be monitored and/or recorded for security and service improvement purposes.

*We will advise and make a recommendation for you after we have assessed your needs. We offer advice on limited types of products which we offer from a limited number of companies. Details of the costs of the products or services we recommend you will be supplied to you in the Financial Planning Report.

Please remember that the value of investments, and any income received from them can fall as well as rise, is not guaranteed and you may not get back the amount you invested. This could also happen as a result of changes in currency exchange rates, particularly where overseas securities are held or where investments are converted from one currency to another. We always recommend that any Investments held should be viewed as a medium to long-term investment, at least five years.

In addition to offering an advisory and execution-only service to investors, HSBC Expat also acts as distributor to the HSBC Global Investment Funds and HSBC World Selection Portfolios.

Is it for me?

A financial review gives you the opportunity to explore your financial options with a qualified adviser in financial planning.*

You are eligible if you can invest a minimum of £500/$750 a month or a lump sum of £25,000/$35,000.

Please note that our ability to provide a financial review also depends on your country of residence and your location when the review takes place.