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

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.

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