Find out what we can offer
Everyone has a different financial journey ahead. We can offer a range of different types of support to help you stay on top of your finances at every step.
Our Financial Health Specialists are standing by to offer you a financial health check by phone.
We have a variety of resources that could help you improve your financial health, and you don't need to bank with HSBC to make use of them.
Book a financial health check
We're here to help you achieve your financial goals, whatever they may be. You can discuss any aspect of your finances, plans or goals, including:
- Savings
- Budgeting
- Credit reports
- Debt
- Investments
- Home buying
- Pension
- Retirement
- Inheritance
Please bring your key points and financial goals to the appointment to discuss in detail. If you've already used the financial fitness tool, we can review your results with you. We'll explain where you’re doing well, and how you may be able to improve. We can also give you follow-up resources to help you on your journey to financial fitness. These include recommendations about webinars that cover the subjects you're interested in. All appointments are made on weekdays between 09:00 and 17:00 and last 30 minutes. No advice will be given, it's just an informal chat about your options. |
Watch one of our support webinars
Everyone has a different financial journey ahead of them. Our free webinars will give you the insight, knowledge and tools to reach your financial goals and build a strong foundation for the future. Each webinar lasts 30 to 60 minutes and they're open to all – no matter who you bank with.
The information you provide will be recorded on our system to enable us to contact you about the areas of interest you have stated. We’ll use your information as explained in our privacy notice.
Let us know what you think
Your feedback is really important to us. We'd like to hear what you think of our financial fitness resources.
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