Help me plan for my life
We can advise you on your current situation and work with you to achieve your financial goals.
Save to your clipboard
As you navigate around the site, you can save articles and features of interest to your clipboard.
Just click on 
Add to clipboard
People like you
Financial Planning can be a complex subject to get your head around. Our downloadable case studies will help bring it to life. Whatever you’re interested in, whether it’s investing for growth or planning your retirement, download one of the case studies below to see how Barclays Financial Planning could make a difference for you.
(PLEASE NOTE: These case studies are fictitious and are purely designed as examples to illustrate possible financial planning scenarios - no photographs, names, quotes or details included in the case studies relate to real customers. Any matches or similarities with an individual are by chance and unintentional).
Why Barclays Financial Planning?
With Financial planning you'll get expert insights and professional advice to help you make the right decisions.
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 8.30am to 5.30pm UK time Monday to Friday.
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
