Solutions for professional financial advisers
If you're a professional financial adviser, Barclays is ideally placed to help you successfully manage your clients' wealth.
We can offer your clients a single relationship across wealth management and banking. They will enjoy the advantage of our comprehensive range of services, products and expertise that covers all areas of investment management including portfolio strategy, money management and wealth structuring.
We work closely with you to understand your clients' circumstances, objectives and risk profiles. Our knowledge has been developed over many years of managing intermediary accounts. Our expertise and experience means that Barclays is one of the leading providers of investment services in your sector.
How we can help you grow and protect your clients' wealth
Capital protected solutions
We offer cover for all situations from £4,000 and bespoke solutions from £1m.
Cash management solutions
Available from £1m, we can offer your high net worth private clients attractive rates of return using AAA-rated funds through BlackRock*.
We can arrange credit for your clients in the form of portfolio lending or mortgage lending, with introductory fees available to the introducer.
We provide centrally managed investment solutions that are tailored to allow you to stay in control of your clients' investments. We also offer a choice of asset allocation styles.
In addition, we can offer you and your clients the following investment solutions:
Find out more about our solutions for professional financial advisers
To learn more about how Barclays could help your business, please contact us and we'll be in touch as soon as possible.
* Please be advised Barclays Bank plc holds a 19.9% stake in BlackRock, following the sale of Barclays Global Investors to BlackRock Inc.