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Your financial planning review
Need help deciding how to achieve your goals? Too busy to research all the options available? Let us make your life easier by inviting you to have a full financial planning review.
We aim to provide you with bespoke financial solutions that suit your needs and reflect the high level of expertise you would expect from HSBC. Our goal is to meet your financial needs and aim to maximise your wealth.
We can offer you:
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Investments and savings plans
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Retirement solutions
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School and University fees planning
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Protection for you and your family
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Estate planning
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Help to identify any tax efficiencies that may apply
Your no obligation financial planning review will take about an hour. Talk to one of our independent wealth managers about where you are now, and where you want to be.We could help you to get there.
Prize draw
If you book a a financial planning review between 01 July 2008 – 30 September 2008 you will automatically be entered into a prize draw where you could be in with a chance of winning £25,000 (or currency equivalent) worth of investments with HSBC. Click here to find out more.
YOUR INDEPENDENT FINANCIAL PLANNING REVIEW
We will:
Click the 'plus' symbol or text for more information.
Click the 'plus' symbol or text for more information.
Assess your individual situationFirst, we'll look at your current circumstances, including:
- Your financial situation: your current provisions for savings, investments, retirement and protection
- Your tax situation - including residence (the place where you currently make your home) and domicile (the place you regard as your ultimate or permanent home). We can also help with Capital Gains Tax, Inheritance Tax, estate and probate planning
- Your attitude to risk. Are you a 'Cautious', 'Balanced' or 'Adventurous' investor? This can influence the solution we design for you
Next, we'll take a look at your long, medium and short-term goals for yourself and your family.
- Do you need a regular income from your investments, or are you looking to make your capital grow? Or a combination of the two?
- Is there a gap between your current financial arrangements, and the money you will need in the future?
- How much money do you need easy and instant access to? This should be any cash that may be needed within five years - including some for unforeseen circumstances.
- Which currency would you like to invest in, and which currencies will you need in the future?
As a member of the HSBC Group we'll draw on the local advice of the Group's people 'on the ground' in 82 countries around the world. We could help you find everything from investments designed to be capital secured, to higher risk funds investing in specific global markets such as China or India.
We believe in the strength and quality of HSBC's investment funds. But we realise that other providers may have investments that are more suited to your needs. So we can give access to solutions from the entire marketplace. These have been rigorously selected to be, in our opinion, 'best of breed'.
Based on all the above, we'll put together tailored solutions that meet your individual personal and financial needs.
- We'll give you:
- A review of your individual circumstances
- A summary of financial goals and objectives
- Advice and recommendations
- Details of the products and services being recommended
- A clear outline of the benefits, risks & charges for each recommended product/service
- Details of what happens next
After your first review, we'll contact you regularly to make sure that our recommendations are still right for you.
Your review can be by phone, e-mail, post, fax or face to face in certain countries.
Our independent wealth managers travel regularly around the globe. If they're visiting the country where you're living, they may be able to arrange a meeting with you.
DISCLOSURES
Please remember that with investments the value of shares and the income from them may go down as well as up, is not guaranteed, and you may not get back the amount you invested. This could also happen as a result of changes in the rate of currency exchange, particularly where overseas securities are held.
As with any investment you should ensure that the fund is appropriate not only to your tax position but also to your personal investment needs.
Your tax situation will depend on your personal circumstances and you should refer any tax planning to your accountant or professional tax adviser. The tax information on this website is based on our understanding of current legislation & practice & may be subject to change
Communications may be monitored and/or recorded for security and service improvement purposes.
