Help me plan for my life
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Business protection
Running a business is a tough job and it can be hard to plan beyond next week sometimes. If you struggle to find the time to think about the longer term, you're not alone. In fact 80% of business owners say they would like some help in planning for the future.
That's where Barclays Financial Planning Managers can help.
We can help you protect your business and safeguard your future income - protecting yourself, your family and your company.
For example, we can help you plan for what you would like to happen in four main scenarios - sale of your business; retirement; critical illness; and death.
As well as protection, you can discuss all aspects of financial planning with your Barclays Financial Planning Manager, including investment, pensions and tax planning.
Important Information
It is important that all information requested at application is answered fully and truthfully. Any information that is withheld at application may result in subsequent claims under the policy being declined. In some cases we may need medical information before we agree to provide cover. You must pay the required premium by the date(s) specified during the period of cover, otherwise your policy may be cancelled. All cover is subject to terms and conditions, which will be fully detailed in your policy document.
With Barclays Financial Planning you get:
- Cases processed within 48 hours.
- Immediate cover up to £5m - ideal for urgent loan cases.
- A dedicated team available to deal with any queries.
- Four options for medicals to suit different preferences.
For more information call 0800 587 2024 to book an appointment or request a call back.
Why Barclays Financial Planning?
With financial planning you'll get expert insights and professional advice to help you make the right decisions.
Meet us to discuss your future
Our Financial Planning Managers are here to help you.
Call 0800 587 2024*
to book an appointment
Request a call back
at a time that suits you
Knowledge centre
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