Help me plan for my life
We can advise you on your current situation and work with you to achieve your financial goals.
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Barclays Business Banking
We can look after all your business banking needs whether you're a sole trader or a multi national.
Financial planning for businesses
Our Financial planning Managers can offer expert, informed advice on your business.
Financial planning for businesses
If you'd like some help with your business Financial planning, speak to us.
We can help you get a full understanding of what you need to do to safeguard your future income - protecting yourself, your family and your company.
Our Financial planning Managers can help you plan what you'd like to happen in the event of: selling your business, retirement, critical illness and death.
We have a comprehensive business protection proposition, so you can protect your business quickly, efficiently and with the certainty you need.
As well as protection, our Financial planning Managers would be happy to discuss all aspects of your business financial plans including: investment, corporate pensions and tax planning.
Financial planning health check
Our Financial Planning Managers follow a five-stage cyclical process which begins with listening to you. They can assess your needs, build you a tailored financial plan and help you put that plan into action.
Preparing for your first appointment
Everyone's needs are different which means no two appointments are ever the same. Before you meet us it's worth asking yourself what you really want to get from the meeting. We've drawn up a checklist which might inspire you.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
Find out more
Corporate pensions
Business protection
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
Keep up-to-date with the latest financial news and views, use our interactive tools and find out how others have planned their financial futures.
*Lines are open 8.30am to 5.30pm UK time Monday to Friday.
Calls made to 0800 numbers are free if made from a UK landline. Mobile rates may vary.
Calls may be recorded and/or monitored for staff training and audit purposes.
Barclays Financial planning is a trading name of Barclays Bank PLC, which is authorised and regulated by the Financial Services Authority. Registered in England.
Registered No: 1026167. Registered Office: 1 Churchill Place, London E14 5HP
Proud sponsors of the Barclays Premier League
