Help me plan for my life
We can advise you on your current situation and work with you to achieve your financial goals.
Why plan?
You almost certainly have plans - starting a family, buying a home abroad, retiring maybe - but have you looked into the financial implications of turning those plans into reality?
The sooner you start financial planning, the better chance you have of realising your goals.
Financial Planning can:
- Help protect and grow your savings & investments in a tax efficient way.
- Protect dependents and income from the unexpected and the unwelcome.
- Increase the after-tax legacy you pass on to your beneficiaries.
With Barclays Financial Planning you'll receive expert financial advice plus regular reviews and evaluations of your situation.
Call 0800 587 2024 to book an appointment or request a call back.
Financial planning health check
Our Financial Planning Managers follow a cyclical five-stage 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.
Why Barclays Financial Planning?
With financial planning you'll get expert insights and professional advice to help you make the right decisions.
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
