Planning and Advice
A personalised financial advice service
Expert advice, tailored to you
Whether you’re growing your wealth or planning for the next stage in your life, including preparing for retirement, you can feel confident about pursuing and enjoying your financial goals with Planning and Advice.
Please remember that investments can go down or up in value, so you may get back less than you originally invested.
Personalised advice backed by expertise
Your Wealth Planner will take time to understand you and your goals. They work alongside your Wealth Manager to recommend an investment approach that supports your long-term objectives.
Investments tailored to your goals
You’ll receive investment advice designed around your long-term plans, financial priorities, and attitude to risk.
A plan that suits your goals
You’ll receive a tailored and detailed financial plan that supports you today and in the future.
Eligibility
-
Be a Premier Banking customer
-
Have a minimum of £150,000 to invest with us
-
Be a UK resident, aged 18 or over, and a non-US person
Making your money work for you
We’re specialists in helping people grow their money and prepare for the future - and our costs are straightforward.
Expert advisers and strategists
Your advisory team is made up of a Wealth Planner and a Wealth Manager. We implement our investment strategy with the help of one of the world’s largest fund managers, BlackRock.
No charge until you're happy
We want you to be comfortable with our service and your plan, so there’s no cost until you’ve accepted it. The calls, meetings and initial plan are without charge.
How it works
We take the time to get to know you and support you at every step. Here’s how Planning and Advice works:
2. Getting to know you
Discuss your financial and life goals with your advisers, online or in person.
3. Tailoring your plan
We’ll learn more about your financial picture and risk attitude to tailor your plan.
4. Review your plan
Your advisers create your plan, review with you and you decide if you want to action it.
If you decide to action your plan with Planning and Advice, your advisers will get to work and start supporting your investment journey. You can check Wealth Hub for live updates and send any questions you might have to your advisers.
Start your Planning and Advice journey
Already bank with us?
Talk to an adviser about how our Planning and Advice service could help you meet your financial goals.
New to Barclays?
To access Planning and Advice, you’ll need to apply for a fee-free Premier Current Account. Eligibility criteria apply.
Join Premier Banking
To qualify for Premier Banking you must have at least one of the following:
£75,000+ annual income paid into your Barclays account
£100,000+ in savings or investments held with us, or a mix of both
Apply in the Barclays app
The quickest way to open a new bank account is using our app. Scan the QR code using the camera on your mobile device to download the Barclays app.
If you’re using your mobile device now, download it from your app store below.
Join Premier Banking
To qualify for Premier Banking you must have at least one of the following:
£75,000+ annual income paid into your Barclays account
£100,000+ in savings or investments held with us, or a mix of both
Apply in the Barclays app
If you’re using your mobile device now, download it from your app store below.
Check your eligibility
You must be a Barclays Premier customer to qualify for Planning and Advice. We’ll be able to confirm your eligibility for this service during your Introductory call.
Legal Information
Barclays offers banking and credit products to its clients through Barclays Bank UK PLC. Barclays Bank UK PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered in England. Registered No. 9740322. Registered Office: 1 Churchill Place, London E14 5HP
Barclays offers investment products and services to its clients through Barclays Bank PLC and its subsidiary companies.
Barclays Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority and is a member of the London Stock Exchange and Aquis. Registered in England. Registered No. 1026167. Registered Office: 1 Churchill Place, London E14 5HP.
Barclays Investment Solutions Limited is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange and Aquis. Registered in England. Registered No. 02752982. Registered Office: 1 Churchill Place, London E14 5HP.