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 your assets and income
We can help you protect your investments and manage your money efficiently.
Protecting your assets and income
As well as helping you to make your money go further, our Financial Planning Managers can help you protect your income and assets from unexpected events, such as inability to work through serious ill health or injury, and erosion from tax and inflation.
Our holistic approach to financial planning covers many areas of advice. We can offer you income and asset protection solutions, techniques to maximise your investment opportunities and tax efficient ways of managing your money.
Protecting against external factors
You can give your savings a boost by making sure you've taken inflation and tax liabilities into account. Our Financial Planning Managers can talk you through your options, so you get the most for your money.
Protecting against the unexpected
We may not know what future years will bring; we can advise you how to financially prepare for them. That includes protecting your assets, and securing your income.
Financial gifts
It's not just a generous gesture; financial gifting can be a tax-efficient way to provide for your family's future. We can work with you to find the solution that best suits your situation and goals.
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
Tax services
Critical illness protection
Income protection
Term cover
Whole of life assurance
Business protection
Trusts and inheritance tax
Will writing and executorships
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
