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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Protecting you and your family
We never know what's around the corner. But we can help you protect those affected.
Protecting you and your family
Injury and serious illness can affect the most health conscious individuals and even the most diligent workers can be made redundant.
It makes sense, therefore, to put steps in place to protect your standard of living, and that of your family, in the event of an unexpected event.
Our Financial Planning Managers can assess your existing arrangements and provide you with guidance on how to protect your wealth and family in the event of redundancy, sickness or death.
Protecting against the unexpected
You can shelter your family from life’s little surprises with some careful financial planning. We can work with you to develop these plans, and check that they remain relevant to your situation.
Protecting against loss
Be sure your family benefits from some protection when they need it most. Putting an appropriate plan in place will provide them with financial support in the event of your death.
Protecting their future
Whatever happens in life, we can work with you to make sure your family’s provided for. Through a combination of expert advice and the ability to introduce you to a specialist tax professional, we can help you financially safeguard your dependents by reducing your inheritance tax (IHT) liability.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
Find out more
Trusts and inheritance tax
Whole of life assurance
Critical illness protection
Private medical insurance
Healthcare plans
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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