Intelligent financial advice from someone you can trust
Your financial goals are as individual as you are. So it’s vital to have a tailored comprehensive financial plan that will help you achieve and maintain your ideal level of wealth, taking into account your needs and lifestyle.
Barclays Financial Planning can provide you with expert financial advice covering
- Investment Planning
- Retirement Planning
- Estates and Tax planning
- Protection Needs
And what’s more, as a UK-based Barclays colleague, you and your spouse or partner could qualify for a fantastic discount of up to 25% off the initial commission charged by Barclays Financial Planning. The saving is used either to increase the sum invested or to reduce the premiums you pay for insurance products.
Why Barclays Financial Planning?
- Objective, tailored advice – we recommend the most appropriate product solution for our customers, sourced from a range of market-leading providers, not just Barclays
- Access to dedicated research unit – with over 400 global product experts in Barclays Wealth, we have access to a large and sophisticated team that tracks investments worldwide
- Barclays iPortfolio – a sophisticated asset allocation tool that helps your adviser to recommend the right investment solution for you
- Stringently selected advisers – only 1 in 5 applicants to BFP make it through our stringent selection process. All of our 700 FPMs are fully qualified and FSA registered
- Great customer service – nine out of ten clients would consider recommending their Financial Planning Manager*
*Survey conducted by Millward Brown Jan-Mar 2008. 87% of 851 respondents said they would either probably or definitely recommend their FPM to someone who needed financial planning advice.
Where can I find out more?
To find out more about the Barclays Financial Planning proposition and the Exclusively Ours offering, please speak to an adviser. Alternatively you can visit our website, www.barclays.co.uk/financialplanning. There is also some more information on the BFP intranet (please note the documents on this site are for FPM use only)
How can I make an appointment?
For intelligent financial advice, book a no-obligation meeting with a Financial Planning Manager. Simply call 0845 300 6207*, visit www.barclays.co.uk/financialplanning or speak to a member of staff in branch today.
*Lines are open 8am to 8pm UK time Monday to Friday and 9am to 5pm UK time Saturday and UK bank holidays. Calls to 0845 numbers are charged at the local rate if made from a UK landline. Call costs from a mobile may vary – please check with your telecoms provider.