Investment Client Stories

Read how our investment solutions have helped people like you to work towards their financial goals.

The value of investments can fall as well as rise. You may get back less than you invest. Tax rules can change and their effects on you will depend on your individual circumstances.

We’ve put together a range of stories from customers who have shared their experiences of investing with Barclays.

Our customers relay their investment journey so far and talk about how their relationship with Barclays has helped them navigate the choices.

While they are at varying life stages and going through different life moments, they have all found a common ground in using our investment services.

On this page, we’ll share the experience some of our clients have had using our investment services to allow you to make a more informed decision on which could be right for you.

Whether you’re a beginner, an expert or somewhere in between, we can help you make your money work for you.

Featured Stories


Ready-made investments made it easy to make my investment decisions

How Premier banking customer Peter Waggett started his investment journey with Smart Investor.


The Plan & Invest portfolio I was matched with was a perfect fit

Find out why Noboru Toyama chose Plan & Invest after building up surplus savings during 2020.

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Smart Investor

To choose and manage your own investments from a range of funds, shares, ETFs and bonds, get started today by simply opening up an Investment (Stocks & Shares) ISA, Investment Account or SIPP Account with Smart Investor.


Plan & Invest

Our experts will manage your investments for you. We will develop a personalised Investment Plan tailored to you but our experts then make all the buy and sell decisions. Invest from £5,000 in cash and/or an ISA transfer1 today.

Wealth Management

Barclays Wealth Management offers a personal and proactive approach to managing your wealth. We take the time to get to know you and understand your ambitions, and create unique solutions for every stage of your life.