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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Barclays Business Banking
We can look after all your business banking needs whether you're a sole trader or a multi national.
Corporate Financial Planning
Working together to protect and grow your business
Comprehensive corporate financial planning
At Barclays Financial Planning, we believe that your business is our business. That's why our comprehensive corporate financial planning service is designed to help companies like yours develop and succeed by protecting and growing their business. We will work with you to develop a leading benefits package that will help attract and retain quality employees, allowing you to implement your business strategy more effectively.
We appreciate that to both recruit and retain the kind of high–calibre staff that are so important to your business, you need meaningful pension, protection and healthcare benefits. Our extensive range of solutions are designed to provide just that.
But we're not all about corporate pensions and benefits. Our financial planning team provides the full spectrum of solutions, from business banking and personal financial planning, to business protection.
Financial planning health check
Our Corporate Financial Planning Managers follow a six–stage cyclical process which begins with listening to you. They can assess your needs, build you a tailored financial plan and help you put that plan into action.
Preparing for your first appointment
Everyone's needs are different which means no two appointments are ever the same. Before you meet us it's worth asking yourself what you really want to get from the meeting. We've drawn up a checklist which might inspire you.
Relevant products & services
We have a range of financial solutions available that have been designed to help you realise your plans.
Find out more
Corporate Investments
Corporate Protection
Corporate Pensions
Employee Benefits
Personal Financial Planning
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
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.
*Lines are open Monday - Thursday 8am - 8.30pm, Friday 8am - 6pm and Saturday 9am - 2pm.
Calls made to 0800 numbers are free if made from a UK landline. Mobile rates may vary.
Calls may be recorded and/or monitored for staff training and audit purposes.
Barclays Financial Planning is a trading name of Barclays Bank PLC, which is authorised and regulated by the Financial Services Authority. Registered in England.
Registered No: 1026167. Registered Office: 1 Churchill Place, London E14 5HP
Proud sponsors of the Barclays Premier League
