BFP Past, Present and Future

Before becoming Barclays Financial Planning, we operated for many years under the name Barclays Life. Then in 2000, Woolwich joined the Barclays Group, presenting us with an unmissable opportunity to realise synergies between the two sales forces and build on the strength of both established brands.

2005 saw the most revolutionary change in our history - the introduction of Select Choice. This involved pre-selecting products to create a portfolio that offered our customers an outstanding array of choice in a far more digestible format. It was a move that united the Woolwich and Barclays sales forces under one banner – Barclays Financial Planning.

Today, we’re one of the fastest growing financial adviser groups in the UK. And we’re getting bigger all the time. With a strong senior management team in place, this is a tremendously exciting time for us. And potentially for you. With our Real Retail ethos set to yield a further increase in business, we’re looking to expand our nationwide team of Financial Planning Managers. And we’re banking on people like you to help us raise the bar even higher.

Our vision is to create a company that’s not only the UK’s number one financial planning business but one that boasts a justifiable reputation for delivering quality advice. By bringing the full weight of our resources to the high street, and with a rapidly growing base of over 800,000 clients and a Select Choice product range that’s constantly evolving to meet their ever-changing needs, we are well on our way to achieving our goals.