Planning

Financial health check

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Three quick steps to find out your financial health

By answering some quick questions about you and your current financial situation you can identify areas of your financial health which may need further attention and discussion.

How old are you?

Do you have children?

Are they financially dependent on you?

Do you own your home?

Do you have a mortgage?

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    Do you have outstanding debts? (eg. credit cards, loans or overdrafts)

    Are you worried about your debts?

    Have you invested any money outside a savings account? (eg. stocks and shares, funds or bonds)

    Are you happy with their performance?

    Would you consider investing?

    Do you pay into a pension?

    Are you concerned about maintaining your lifestyle in retirement?

    Are your loved ones financially protected
    if you die?

    Do you have insurance for any of the following?

    Sickness:

    Life:

    Accident:

    Redundancy:

     

    Home:

    Car:

    Travel:

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      3. Your results

      Thank you for completing the HSBC Financial Health Check.

      Key to your results

      This is an area that is likely to need attention

      This is an area you may want to review

      This is an area that may need less attention, although you should keep it under review

      What's next?

      Get in touch with us

      If you need to talk to us, there are various ways you can get in touch.

      Contact us

      Save your results

      With My plan you can save the results of your financial health check.

      Save results

      Please note, that by following this link you are navigating away from this tool, and that you will lose your changes. If you are a registered user, you can save your changes by clicking 'save results'. Click Ok to close the tool, click Cancel to stay on the tool.

      Cancel Ok

      This is an internet tool which provides a snapshot of your financial situation at the current time, based on the information you have provided and a set of financial assumptions. This tool cannot provide you with financial advice or personal recommendations. You must always consider seeking Independent Financial Advice before taking any action. To see how HSBC could help you - please call 0800 032 4710*.

      * Our opening hours are Monday to Friday 8:00am to 9:00pm and 9:30am to 7:00pm on Saturday. Textphone: 18001 0800 028 0126.

      To help us continually improve our service and in the interests of security, we may monitor and/or record your communications with us.