Why Barclays Financial Planning?

We've built our reputation on three core strengths: trust, quality and ease (in terms of customer experience). And because we live by each of these principles day after day, eight out of ten people we've given financial advice to say they would recommend us* - as a financial planning company.

We're committed to ensuring you enjoy the best financial planning service available. That's why we've joined forces and partnered with some of the leading names in the industry.

This places the best products of our award winning partners at our Financial Planning Managers disposal. Each partner has been selected against strict criteria, including financial strength, value for money and customer service, and we continue to review them on a regular basis.

We have a network of over 800 stringently selected experts who as your Financial Planning Manager will bring you:

• Products from a choice of rigorously selected and continuously monitored preferred providers/partners including Aegon, AXA, Friends Provident, Legal & General, Norwich Union, Prudential, Standard Life and some from within Barclays.
• Financial expertise from Financial Planning Managers providing customer satisfaction and aiming to get the best possible results for you.
• Some of the best names in fund management looking after your investments such as Jupiter, F&C, Fidelity, Schroders, JPMorgan, BlackRock and our own in-house experts - Barclays Capital and Barclays Global Investors.
• Specialist tax solutions such as Estate planning for Inheritance Tax liabilities, plus access to tax specialists Ernst & Young.
• Investment and market insight generated by an global in-house global research unit.
• A totally flexible tailored service designed to suit your personal needs and lifestyle. We can meet you in our branches, your home or place of work - at a time that suits you.
• A single point of contact to ensure your relationship with us is a stress-free, consistent and personal experience.

* Source: Millward Brown BFP Customer Satisfaction survey (2008)

Call 0800 587 2024 to book an appointment or request a call back.