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Wealth Planning

Put the future in focus

No matter what the future brings, we can offer you foresight in a world in flux. We’ll work with you to keep your financial goals on track, and your future within sight.

Our approach

Before we focus on your plans, we focus on you. We’ll start by getting to know you – your individual circumstances, what your goals are for your wealth and the level of involvement you want to have.

Working closely with you and your Wealth Manager, our Wealth Planners will

  • Talk to you about your short-and long-term goals, as well as any existing plans you may have
  • Draw up a strategic plan for you to review and approve
  • Always keep an eye out for opportunities, and respond quickly to your changing needs

Your wealth goals

We know you’ll have different priorities for your wealth at different points in your life. You might be looking to grow your wealth to make sure you have a leisurely retirement, or to protect what you have against future uncertainty.

Whatever your goals, we have the expertise, products and services that can help you achieve them.

Grow your wealth

Securing the future you want

Whether you want to grow your wealth for a retirement income or a legacy to pass on to future generations, we can help you set goals and try to achieve them.

Protect your wealth

Providing control and security

We know the future can’t be predicted, but it can be protected. That’s exactly what we do for you and your wealth, through our range of services.

Pass on your wealth

Securing your family’s future

Focusing on your future means thinking about the legacy you want to leave behind. We can help plan your estate to ensure your loved ones are secure, come what may.

Things to consider

The value of investments can fall as well as rise. You may get back less than what you originally invested.

Bear in mind that tax rules can change and their benefit to you will depend on your circumstances. Barclays does not offer tax advice.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

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  • /content/dam/barclaysuk/decisiontree/ready-to-talk/questions/investable-assets/investable-assets/_jcr_content/data/master.json

Your requirements

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