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Help me plan for my life

We can advise you on your current situation and work with you to achieve your financial goals.

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Personal financial planning

Your executives and employees have many opportunities to grow and preserve wealth, but will also have other demands on their time. For those individuals, Barclays Financial Planning can help with a thorough, comprehensive financial plan.

All our advisers are FSA registered and CeFA* qualified, offering the very highest quality professional advice. Regardless of the size of your business, we have the staff and the resources to help you find the right solution for your employees.

To read more about our personal financial planning proposition, please return to the main homepage by clicking here





* In order to give financial advice, an individual needs to obtain a Certificate for Financial Advisers (CeFAŽ) or a comparable qualification. This requirement is specified by the Financial Services Authority (FSA), the financial services regulator



For more information call 0800 587 2024 to book an appointment or request a call back.

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Why Barclays Financial Planning?

With financial planning you'll get expert insights and professional advice to help you make the right decisions.

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Meet us to discuss your future

Our Financial Planning Managers are here to help you.

Call 0800 587 2024*

to book an appointment

Request a call back

at a time that suits you

Request a call back at a time that suits you

Knowledge centre

Keep up-to-date with the latest financial news and views, use our interactive tools and find out how others have planned their financial futures.

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