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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Lump sum or regular saving?
If you've just received a lump sum or want an easy, flexible and efficient way of building up your investments arrange a meeting with one of our Financial Planning Managers.
We can discuss your medium and long term plans and recommend ways of investing your money and generating growth.
We have relationships with a selection of preferred partners - Aegon, AXA, Friends Provident, Legal & General, Norwich Union, Prudential, Standard Life - chosen for their financial strength, value for money, customer service and, most importantly, competitive product and service features. In addition, we have access to our in-house investment specialists Barclays Capital and Barclays Global Investors.
Our Financial Planning Managers can establish which regular or lump sum investment options are suitable for you and recommend a solution that suits your needs.
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
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
Proud sponsors of the Barclays Premier League
