Professional Services

Tailored to your professional needs

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

If you work in law, accountancy firms, management consultancy or within the barrister community in the UK, we can offer the financial support you need so that you can get on with excelling in your field.

Working hard and for long hours often doesn’t leave time for the things we want to do, let alone the things we need to do. Here at Barclays Wealth Management, we can save you valuable time by taking away the day-to-day worries of managing your finances.

Even if you’re a confident investor, you might still want the support on how best to plan for a successful financial future and the different stages of life – let’s face it, nothing stays the same for long.

Benefits of Barclays Wealth Management

As part of our relationship with your organisation, we can provide holistic advice for you, making sure your personal wealth is working as hard as it can. Our dedicated team will look at personal needs from all angles and offer tailored services and solutions – combining technology and know-how in four key areas:

Wealth Planning

Our dedicated Wealth Planners will assist with tax-efficient structures, succession and retirement planning and any insurance solutions needed.


We can match our investment services to your individual needs, using tailored investment portfolios.


We offer residential and investment mortgages, bespoke financing and Security-Backed Lending.


For deposit accounts and foreign currency accounts, we provide the best of digital and relationship management with our award-winning mobile banking app and wide range of in-person services – which includes a dedicated Support Team.

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

Meet our Professional Services Team

Our dedicated team of wealth managers, planners and other specialists are the right people to create your bespoke financial plan.

We take the time to get to know you and understand your ambitions and create unique solutions for every stage of your life. So why not meet us?

Meet Marie Sicard

So, being a wealth manager in the day to day is first getting to know your clients, planning for the future, their investments, and accompanying them in the implementation of that plan.

My team is mostly dedicated to professionals, so we find the big accountancy and law firms and mainly their partners as we try to accompany them all along the way of their career.

I've always loved the people aspect of that job and the fact that I speak to people on a day to day.

I help them and I like when the clients are engaged and trying to challenge me, really.

Quite often people come to you with a set goal in mind and then you start talking to them and that set goal evolves.

Even sometimes just disappears completely to the benefit of the new plan.

Of the new goal.

You know a lot of clients come to me and say, Oh, I'm interested, I want to plan ahead, but I'm not sure that I'm a wealth client in terms of the amount I have to invest.

And so what we tell them is it's something that's built along the years.

So, we need to be there as early as possible to put in place a structure for that wealth so that when we start investing it, it's already in a place where it's allowed to grow in the best way possible.

I've been in the industry my whole career and I've worked with other big banks before, and what I like about Barclays Wealth is that we do have this holistic view on the client's situation going from the day-to-day admin and account maintenance all the way through investment structuring, credit facilities.

We're going to assist with literally everything that you might need to help with.

Meet Ethan Jordan

So, as a wealth manager at Barclays, I operate in a special focused professionals team, really looking to work alongside people in law, accountancy, insurance, to help them take away the everyday stress a financial burden can bring.

So, we work with clients on their short-term plan, such as helping them buy a house, a medium-term plan, helping out with kids' school fees, building up an investment pot, and their longer-term plan, which is focusing around retirement and legacy planning.

So, one of my favourite parts of my job is puzzle solving.

I tried to formulate a plan where we can execute as to exactly what they want and help them achieve their goals.

I think one of the big things that really drew me into wealth management was the ability to work with individuals on a one-on-one basis.

When we pass across a plan to clients and watch them go through the process of them understanding and it clicking in their mind, you very quickly see people leave their seats because they're already daydreaming about what those goals are going to help them achieve in the future, whether it's for them as individuals or for their broader family.

What we're really trying to do at Barclays Wealth in the Professional Services team is make your life easier, give you time back in your diary.

So when you do have a spare moment after a long day of working, you can go and spend it with your family.

You don't have to sit down and start worrying about your finances because you know that investment professionals such as myself are looking at it, day in, day out.

Working for a big bank like Barclays gives us the benefit of going away and drawing on a lot of different specialists to make sure that our clients can lay the right tracks to have a smooth and comfortable journey in helping them achieve their life goals.

Ready to begin?

We offer a completely non-committal, no-fee initial consult meeting that typically doesn’t last any longer than 30 minutes.

Request a call back

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

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking