Our products and services

How we can meet all your wealth needs

From wealth planning to mortgages, investment management to lending, we offer a full suite of products and services that are designed to help you achieve your goals.

What we offer

Expert wealth planning

  • Tax-efficient structuring^
  • Trusts and bonds
  • Retirement planning, including pensions
  • Wealth protection and insurance

Tailored investment solutions

  • Discretionary portfolio management
  • Advisory and execution-only services
  • Managed funds
  • Impact investing expertise

Lending options

  • Residential and buy-to-let mortgages
  • Portfolio finance
  • Bespoke loans

Flexible, easy banking

  • Everyday banking services
  • Savings accounts
  • Award-winning app and online banking

^Tax rules can change in future and their effects will depend on your individual circumstances.

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

A personalised approach to your wealth

Relationship management

A team dedicated to you

To help you try to achieve your financial goals and ensure everyday support, we provide a dedicated team of wealth managers, planners and other specialists.

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.

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

Your requirements

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