Holly Mckay
Holly MackayFounder and CEO
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    Home • Digital Advice
    08 Jul 2021

    Barclays

    Barclays

    Barclays

    Find out more about Barclay's digital advice offering

    Visit Barclays' website

    What we say

    How our rating works
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    How our rating works
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    • Must be an existing Barclays customer to use its 'Plan and Invest' service.

    • Costs 0.95% p.a. + up to 0.45% product fees - so about 1.40% a year ongoing costs.

    • Good for people looking for reassurance when it comes to their investments.

    • There is an online questionnaire to complete – better option for those who are computer savvy rather than those looking for a real-life human adviser.

    • You get a personalised investment report.

    • Not holistic financial advice across all money issues, but worth a look for those wanting a ready-made detailed investment solution with sound supporting calculations in the background.

    • Costs are at the high end which impacts our overall score.

    Fees and charges

    Administration Fee

    Product Fee

    0.95% per year

    Up to 0.45% per year

    Examples:

    £10,000 portfolio: £95 (admin) + investment fees

    £100,000 portfolio: £950 (admin) + investment fees

    Customer reviews

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    Barclays

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    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.