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Wealth Planning

Put the future in focus

Talk to us

No matter what the future brings, we can offer you foresight in a world in flux. We’ll work with you to keep your financial goals on track, and your future within sight.

Our approach to wealth planning

Before we focus on your plans, we focus on you. We’ll start by getting to know you – your individual circumstances, what your goals are for your wealth and the level of involvement you want to have.

Working closely with you and your Wealth Manager, our Wealth Planners will

  • Talk to you about your short-and long-term goals, as well as any existing plans you may have
  • Draw up a strategic plan for you to review and approve
  • Always keep an eye out for opportunities, and respond quickly to your changing needs

Your wealth goals

We know you’ll have different priorities for your wealth at different points in your life. You might be looking to grow your wealth to make sure you have a leisurely retirement, or to protect what you have against future uncertainty.

Whatever your goals, we have the expertise, products and services that can help you achieve them.

Retirement wealth planning

Read our tips for ensuring you have enough to fund the lifestyle you desire.

Plan for retirement

Things to consider

The value of investments can fall as well as rise. You may get back less than what you originally invested.

Bear in mind that tax rules can change and their benefit to you will depend on your circumstances. Barclays does not offer tax advice.

Request a call back

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking