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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Investment planning
Everyone's attitude to risk differs. That's why we offer personalised investment advice.
Investment planning
Medium to long term investments invariably involve taking a degree of risk, since their value and any income they produce can go down as well as up, so you may not get back the amount you invested.
However, whether you have a lump sum to invest, or want to save regularly, your Financial planning Manager can help you identify your attitude to risk and determine which investment solution is best for you.
Investing for growth
We have a range of carefully selected opportunities for medium to long-term investors that can aim to provide a degree of growth and protection for your capital.
Investing for income
Most people wouldn't pass-up the opportunity for a pay increase or a top-up to their regular income.
Your savings could bolster your income now or during retirement.
Investing with protection
Attitudes to risk vary from person to person. Our Financial planning Managers will recommend investment strategies at a level of risk, versus potential return, that is suitable for you and that you're comfortable with.
Lump sum or regular saving?
We can help you make the important decision of whether to opt for a regular savings plan or a lump sum investment, depending on your financial circumstances and objectives.
I am willing to risk a significant amount of my investable wealth in order to get a good return
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
Bonds
Collective investments
Structured products
Tax services
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.
People like you
Financial Planning 
can be a complex subject to get your head around. Our downloadable case studies will
help bring it to life.
*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
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