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Explore Barclays Financial Planning
Investment
Protection
Whatever your financial goals, we’re here to help you achieve them. Talk to us for expert, financial planning advice that’s tailored to your personal needs.
Call to book an appointment
0800 587 2024*
Locate your nearest
Financial Planning Manager
We understand that you want the best for your children but school fees, gap years and weddings can be costly. Talk to us and get financial planning advice to help you fund your children’s future.
Shelter yourself, your family and assets from the unexpected. Leverage our expertise and knowledge with careful protection planning, investment/tax guidance and financial advice.
With careful planning you can ensure the appropriate financial plans are in place to help provide you with a pension you can look forward to and enjoy in retirement.
We source investment opportunities from leading fund providers, not just Barclays, that are designed to meet your specific requirements – including investments with protection, regular income or simply growth.
Minimising your inheritance tax liability and maximising what you’re able to pass on requires long term planning. Get expert financial advice from professionals in taxation and trusts.
Protect against external factors
We can help your business attract and retain employees. From corporate benefit packages to director level business banking, key man protection and personal financial advice.
Knowledge centre
Informative resources, brochures you can download, guides, tips, useful tools and the latest financial news to help you make informed financial planning decisions.
Your briefcase
Save articles, news, reports and tools that are relevant to you. When you want to retrieve them, simply log into your personal space.
Investment
Protection
*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
