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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Our Financial planning Managers are here to help you.
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Knowledge centre
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Financial planning
Don't just dream about your future; let Barclays Financial planning help you make it happen.
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Embrace everything
Life is full of adventures; some predictable, some not. Be prepared with expert Financial planning.
Your children's future
We can help you help your children and plan for their future.
Protecting your family
We can give you advice on protecting their futures.
Planning for your retirement
We'll help you achieve the retirement you deserve.
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If you'd like to know more about specific products and services, use the drop down menu. For tailored advice, please meet us to discuss your needs.
Take control
We can review your financial situation and identify opportunities to grow and protect your capital.
Protecting your wealth
You've worked hard to get what you've got - keep it protected.
Estate and IHT planning
We can help you pass on your assets tax efficiently in the future.
Investment planning
Our experts have the knowledge to build the right investment strategy for you.
Financial snapshot series
Download the latest Telegraph publication 'New opportunities for savers and investors'.
Tax efficient investments
Use your ISA allowance to make the most of your investment opportunities.
Calculator tools
Our tools can help you assess your financial goals - savings, investment and tax planning.
*Lines are open 8.30am to 5.30pm UK time Monday to Friday.
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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
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