Financial planning
Whatever your wealth goals might be, we can help you protect and grow your wealth, so that you can enjoy it and pass it on.
Our dedicated wealth advisors 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.
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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, 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: 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 please read Important Information. Each Barclays company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.
