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 with protection
'Risk' doesn't have to be as daunting as it sounds - it's not simply about potential capital losses. Riskier investments, can offer the potential for a greater potential return, although this does not always follow. Conversely, the higher the risk, the greater the danger of suffering substantial losses.
The key to managing risk versus return is to have a balanced portfolio - one that is exposed to a variety of assets, some risky and some less so.
Our Financial Planning Managers can help you decide how much risk you are prepared to take with your money; taking into account the amount of loss you're able to tolerate practically, emotionally and financially, and make recommendations that you feel comfortable with in terms of investing for the future.
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.
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Tax efficient investing
Collective investments
Structured products
Bonds
Tax services
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 Monday - Thursday 8am - 8.30pm, Friday 8am - 6pm and Saturday 9am - 2pm.
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
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