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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Why financial planning?
With expert help you can make informed decisions and put your plans into action.
Why financial planning?
Financial planning helps you fulfill your ambitions - whatever they may be. Whilst you may trust friends and family on many of life's key decisions - a professional financial adviser can help you make informed decisions about your financial future.
Why plan?
Whatever your ambitions, the sooner you plan your finances, the sooner your plans will take shape. More importantly, your short, medium and long-term plans could actually be compromised if you don't.
Why Barclays Financial Planning?
Barclays Financial Planning offers a combination of financial expertise and leading-edge products selected from an array of prestigious providers.
Financial planning health check
Our Financial Planning Managers follow a five-stage cyclical process which begins with listening to you. They can assess your needs, build you a tailored financial plan and help you put that plan into action.
Preparing for your first appointment
Everyone's needs are different which means no two appointments are ever the same. Before you meet us it's worth asking yourself what you really want to get from the meeting. We've drawn up a checklist which might inspire you.
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
