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Remote Financial Planning

Connect with a financial advisor without the need to visit a branch

Conducting a financial planning meeting is now much easier as it can also be done without the need to visit one of our branches. Your meeting can be held by telephone and e-mail communication. Video conferencing services are also available.


  • Convenient
    Engage in a telephone / video call and e-mail communication with your financial advisor from the comfort of your home.
  • Save time
    Cut out on travel time and parking hassles.
  • Sustainable
    Reduce your carbon foot print by cutting down on fuel consumption and paper use.

Is this service right for me?

You can use our Remote Financial Planning meeting if you:

  • hold an account with HSBC Bank Malta p.l.c.
  • have an updated email address and telephone number on our bank records
  • hold a valid identity document/passport
  • are physically located in Malta when communicating with our financial advisors

Booking a Remote Financial Planning meeting

Request an appointment

To request an appointment with one of our financial advisors, simply fill in our online form and we’ll get in touch to confirm your availability. 

Request an appointment by email

You can also request an appointment via email. Please do not include any confidential information related to your accounts (e.g. account number, balance, etc.). To send account related queries, please use online banking Secure Messaging.

Send a message securely via online banking

If you need to include sensitive information about your accounts with us, please do so only via online banking Secure Messaging.

Log on to online banking and send us a secure message now.

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Listening to what you have to say about our services matters to us.