Financial Planning
Ask a question
Why Financial Planning?
Some things in life are predictable - your retirement for example - while others can take you by surprise. With financial planning in place you’ll be better placed to manage the unforeseen and the unwelcome and you and your family can be free to relax and enjoy life.
Get the right product
Access leading-edge products from our rigorously selected and continuously monitored partner providers who complement our ‘in house’ expertise and financial planning solutions.
Knowledge is power
Make informed choices based on expert advice. Understanding how to effectively employ ‘tax efficient investing’, for example, is pivotal to successful financial planning.
Find out more
Call us
0800 587 2024*
Or would you prefer us to call you?
For the life you choose
We all have different aspirations and goals so there’s no such thing as off-the-shelf financial planning. We provide personalised financial advice and recommendations.
Trusted experts
You will have a dedicated Financial Planning Manager to ensure your plan develops as your circumstances and requirements change over time.
Help me plan for my life
Start planning your financial future today.
Book an appointment with a Barclays Financial Planning Manager at a time and location that is convenient to you.
Legal
*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.
To maintain a quality service, we may monitor or record phone calls. Read call charges info.
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
Why Financial Planning?
With financial planning you can improve your chances of realising your financial goals. Barclays Financial Planning Managers can give you financial planning advice that’s tailored to you.
Planning for your children
Barclays Financial Planning Managers can offer you family financial planning advice about child savings, trust funds, inheritance tax or saving for your children’s future.
Retirement planning
Get help planning for your retirement. Barclays Financial Planning provides tailored advice to help you develop all aspects of your retirement planning.
Protecting you and your family
Barclays Financial Planning can help you prepare financially for the unwelcome and unexpected, with family protection such as life assurance, critical illness protection and private medical insurance.
Protecting your assets and income
Our Financial Planning Managers can offer financial planning advice on income protection and asset protection. Maximise your investments and learn more about tax efficient ways of managing your money.
Estate and Inheritance Tax planning
Barclays Financial Planning understands the importance of minimising your tax liability and maximising what you’re able to pass on. We offer estate and inheritance tax (IHT) planning advice and even a will writing service.
Investment planning
Barclays Financial Planning helps you identify the best tax efficient investment solution for your needs, including tax efficient ISA's. Our investment planning advice is tailored to your specific needs.
Financial planning for businesses
With Barclays Financial Planning you can discuss all aspects of your business financial plans including: investing, business protection, corporate pensions and tax planning.
