Financial planning health check

Financial planning with Barclays is a five step cyclical process:

Step one - Introductory Discussion

• Your Financial planning Manager will explain how our Financial planning service can benefit you and answer any questions you have.
• Having listened to you, we will form a picture of your goals and aspirations.
• If you decide to go any further, they will conduct a full health check of your current financial circumstances to get a greater understanding of your needs.

Step two - Assessing your needs

• Using the information gathered, your Financial planning Manager will analyse your current situation, your attitude to investment (risk verses return) and identify any shortfalls in your current arrangements in terms of meeting your goals and needs.

Step three - Building a personal financial plan

• The results of the analysis form the basis of your Financial Plan.
• This includes specific, realistic and affordable recommendations to help you move towards your goals - both now and in the long term.

Step four - Putting the plan into action

• Your Financial planning Manager will present recommendations specifically tailored to your personal circumstances.
• Your current financial situation, and the actions needed to achieve your goals, will be written out in clear language - so that you can make an informed choice about your financial future.

Step five - Regular Reviews

• Your Financial planning Manager will review your financial objectives regularly.
• If your circumstances change, we will recommend any alterations that may be necessary.
• We are committed to keeping you on track towards your objectives.

Call 0800 587 2024 to book an appointment or request a call back.