Financial Health Check with HSBC

HSBC are offering a free and quick 30 minute Financial Health Check with an experienced personal banker, to talk through any financial questions you may have.

The initial 30 minute call will allow you to explore all aspects of your finances *

Topics include:

  • First time buyer mortgage process
  • First time buyer schemes
  • Budgeting
  • Savings
  • Homeowner (eg. re-mortgage, moving, home improvements)
  • Pensions basics (non-advised)
  • Borrowing
  • Credit history
  • Protection
  • Information on investment options (non-advised)

A Financial Health Check can be beneficial at any life stage, and aims to aid you in reaching your financial goals.

This complimentary service is open to all CCCU alumni and is available regardless of where you bank personally. To book, email the HSBC team directly:

*After the initial discovery meeting further appointments with relevant HSBC UK staff members can be booked by request.