Wealth accumulation for retirement
We can help you design a strategy to help you build up the funds you'll need to enjoy your retirement years to the full.
Financial planning helps you fulfil your ambitions. You might want to start a family, buy a home abroad or save for a comfortable retirement. Whatever your goals might be, we can help you protect and grow your wealth, so that you can enjoy it and pass it on.
Our dedicated financial planning managers can help you make informed decisions about your financial future. We will work with you to build a tailored financial plan based on your financial goals and needs and help you put that plan into action.
We're committed to ensuring you enjoy the best financial planning service available. That's why we've joined forces and partnered with some of the leading names in the industry. This places the best products of our award-winning partners at our financial planning managers’ disposal. Each partner has been selected against strict criteria, including financial strength, value for money and customer service.
You can rest assured that your financial planning manager will review your financial objectives regularly. If your circumstances change, we will recommend any alterations that may be necessary.
We can offer you:
Learn more about our financial planning services:
To find out how Barclays Wealth Private Banking could help you, please complete our online form and we’ll be in touch as soon as possible.
We can help you design a strategy to help you build up the funds you'll need to enjoy your retirement years to the full.
If you hold multiple pension plans, we can help you avoid potential problems and lost opportunities by consolidating them into one.
We can help you maximise your wealth by utilising investments that qualify for tax breaks, exemptions and relief.
By using our specialist knowledge, expertise and experience, we can help you develop and execute an investment strategy for income generation.
Learn how we can help you reduce the burden of inheritance tax when passing on your wealth to your children and grandchildren.
The right protection plan can protect you and your family from unnecessary hardship. We can help you choose the right protection plan for your situation.
The products and services described on this page are provided by the following companies, which are part of Barclays Wealth: Barclays Bank PLC (BBPLC),Gerrard Investment Management Limited, Barclays Bank (Suisse) SA in Switzerland, Barclays Private Bank & Trust Limited, Barclays Private Bank & Trust Cayman, Barclays Private Bank & Trust (Isle Of Man) Limited, Barclays Private Asset Management (Monaco) SAM. For further information on these companies and Barclays Wealth please read Important Information.
Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding. Each Barclays Wealth company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
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Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding.
*Subject to system’s availability