Financial planning
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.
The benefits to you
We can offer you:
- A choice of products from our rigorously selected and continuously monitored preferred providers and partners
- Investment and market insight generated by an in-house global research unit
- A totally flexible tailored service designed to suit your personal needs and lifestyle.
We can meet you in our branches, your home or place of work at a time that suits you - A single point of contact to ensure your relationship with us is a stress-free, consistent and personal experience
Learn more about our financial planning services
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Saving 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. -
Pension consolidation
If you hold multiple pension plans, we can help you avoid potential problems and lost opportunities by consolidating them into one. -
Income planning
By using our specialist knowledge, expertise and experience, we can help you develop and execute an investment strategy for income generation. -
Family and business protection
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.
Find out more about our financial planning services
To find out more about banking with Barclays Wealth, please contact us and we'll be in touch as soon as possible.
Legal information
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. 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.
