Barclays launches planning and advice service

Service launched for customers with minimum £150,000 to invest

Sophia Panayi
clock • 2 min read

Barclays has launched a planning and advice service offering some customers greater access to advisers and planning tools.

The new service – available to Barclays Premier customers with a minimum of £150,000 to invest – will see customers partnered with experts who are expected to help them to plan with more confidence and better manage their wealth over time.   The service begins with a "no-obligation, in-depth" financial review for which customers will pay no upfront fees. Customers will pay ongoing fees if they proceed with advice.  Ongoing advice costs will be 0.60% for the first £1m invested with 0.40% charged on additional amounts over this. Custody costs will be 0.20% for the first £1m invested ...

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Sophia Panayi
Author spotlight

Sophia Panayi

Senior reporter at Professional Adviser

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