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Investment Advisers Contacts

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Investment Contact Us

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Talk to our BDMs for product information, sales and planning advice and Continuing Professional Development (CPD) opportunities.

Download our BDM guide for contact details.

Head of HSBC Life (UK) Investment Distribution

Mark Lambert

Head of HSBC Life (UK) Investment Distribution

T: 07880 054 881

E: mark.t.lambert@hsbc.com

Scotland & Northern Ireland

Paul Smith

Senior Investment and Insurance Business Development Manager

T: 07384 790996

E: paul9.smith@hsbc.com

East Midlands, East Anglia & Lincolnshire

Mark Ansell Crook

Senior Investment and Insurance Business Development Manager

T: 07387 245583

E: mark.j.ansell-crook@hsbc.com

London, Northern Home Counties, Berkshire & Suffolk

Rita Solanki

Senior Investment and Insurance Business Development Manager

T: 07384 790461

E: rita.solanki@hsbc.com

Sarah Houselander

South East & Hampshire

Jonathon Ford

Senior Investment and Insurance Business Development Manager

T: 07827 357437

E: jonathan.ford@hsbc.com

North, North Wales

Steve McDonald

Senior Investment and Insurance Business Development Manager

T: 07384 790896

E: steven.a.mcdonald@hsbc.com

South West, South Wales

Damian Jack

Senior Investment and Insurance Business Development Manager

T: 07387 247875

E: damian.g.jack@hsbc.com

West Midland Counties incl. Staffordshire & Warwickshire

Adrian Calleja

Senior Investment and Insurance Business Development Manager

T: 07747 2001115

E: adrian1.calleja@hsbc.com

For any product queries or new business paperwork.

By email

bondbdmsupport@hsbc.co.uk

For queries about an application, Trust forms, business cases, policy servicing or valuations.

By phone

(9am to 5.30pm, Monday to Friday)

By email

servicing@bond.hsbc.co.uk

By mail

HSBC Onshore Investment Bond Team, HSBC Life (UK) Limited, PO Box 1053, St Albans AL1 9QG

For protection and investment customer queries

Find out how your clients can contact HSBC Life for customer service, claims or complaints.

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HSBC Life (UK) Limited. Registered in England (No. 88695) Registered Office: 8 Canada Square, London E14 5HQ. HSBC Life (UK) Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.