first direct cannot give advice on the range of investment products it offers. So if you are in any doubt as to the suitability of the investments we offer, or require advice, you should seek the advice of an independent financial adviser.
However, if you plan to invest £500 per month or £25,000 or more as a lump sum that you don't intend to access over the next five years, then first direct can introduce you to HSBC Independent Financial Advisers (IFAs) who can provide you with investment advice.
HSBC's IFAs are experts in financial planning and they're not tied to any one company's products. They simply recommend what's most appropriate for you from the whole market to help meet your particular needs and help give you the best value.
You will also find they speak your language. The advisers are easy to talk to - and they'll spend time getting to know you, your aims and aspirations, and any concerns you may have. Then you'll get an honest assessment of your existing arrangements and a plan for the future, designed specifically for you.
To arrange a personal telephone review of your finances, simply call 08 456 100 102 between the hours of 8am to 9.30pm Monday to Thursday, 8am to 7.30pm Friday, 9am to 2pm Saturday and 8am to 5.30pm Sunday.
first direct is a division of HSBC Bank plc, which is authorised and regulated by the Financial Services Authority.
first direct is a division of HSBC Bank plc. © HSBC Bank plc 2008. All Rights Reserved. Member HSBC 
Group.
Because we want to make sure we're doing a good job, we may monitor or record our calls. We hope you don't mind.
