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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Investing for growth
Your Financial planning Manager will help you decide what sort of investor you are - low risk, cautious, balanced or adventurous - and establish whether you want investment growth, income or perhaps a mix of both.
Barclays Financial planning brings together global investment experts so all the research is done for you and, because we recognise everyone's different, we can make our recommendations from a selection of investment options designed to meet your specific needs and help you achieve your overall financial goals.
Once you decide to invest, the process is simple and you'll enjoy the benefits of a professionally managed investment service that gives you:
- Choice
- Convenience
- Flexibility and
- Reassurance
Our Financial planning Managers can draw on their wealth of knowledge to advise you on the right choice for you.
Call 0800 587 2024 to book an appointment or request a call back.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
Find out more
Tax efficient investing
Collective investments
Structured products
Bonds
Tax services
I am willing to risk a significant amount of my investable wealth in order to get a good return
People like you
Investing for your children's future? Struggling to understand what this could really mean for you? Our downloadable case study will help bring it to life.
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
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
