Why Barclays Financial Planning?

We've built our reputation on three core strengths: trust, quality and ease (in terms of customer service). And our customers like the results. We survey around 300 customers every month – and consistently find that 9 out of 10 would either probably or definitely recommend their adviser*.

We believe that the best financial plans require expert financial advice. That’s why we recommend the most appropriate product solutions sourced from a range of market-leading providers, not just Barclays.

• Each of our providers is assessed and analysed on its individual merits, across a range of criteria including proven value for money, client service, and financial strength.
• With over 400 global product experts in Barclays Wealth, the Wealth Management division of Barclays, we have access to a large and sophisticated team tracking investments worldwide. Their deep in-house knowledge and state of the art quantitative techniques help us to identify managers most likely to outperform in the future.
• Barclays iPortfolio is a sophisticated asset allocation tool that helps your Financial Planning Manager to gauge your attitude to investment risk and offers an algorithmic asset allocation solution. Put simply, it’s a model with brains that will help ensure your financial plan matches your ‘risk capacity’.
• Only one in five advisers makes it through our stringent selection process. Rest assured that all of our 700 Financial Planning Managers are FSA registered and CeFA qualified**. Which means that our carefully selected products are fused with intelligent financial advice.
• With over 1,700 branches nationwide – including flagship branches with extra benefits for Premier Life and Barclays Financial Planning customers – our advisers will be able to meet you at a location that’s convenient for you.

* Survey conducted by Millward Brown, 2008/9

**In order to give financial advice, an individual needs to obtain a Certificate for Financial Advisers (CeFA®) or a comparable qualification. This requirement is specified by the Financial Services Authority, (FSA), the financial services regulator.

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