Barclays Wealth Management
Straightforward banking services, planning, investment solutions, and financing options.
Barclays Wealth Management offers a personal and proactive approach to managing your wealth. We take the time to get to know you and understand your ambitions, and create unique solutions for every stage of your life.
Wealth management solutions
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
Our investment philosophy
Our pioneering approach to wealth management uses behavioural finance – how emotions impact your investment decisions – to help improve your long-term returns. We measure different aspects of your personality to develop more effective individual investment solutions that reduce the negative impact on returns caused by emotions.
Address: 1 Churchill Place , Canary Wharf, London E14 5HP, United Kingdom
Mark Smith, Office manager
Phone: +44 (0)207 116 9000
Phone: +44 (0)207 574 3017
