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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