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What we say

Must be a Barclays customer…

  • Costs 1.14% p.a. + up to 0.45% product fees - so about 1.59% 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.

  • Personalised investment report.

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

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

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The details

Cost (£10k): £114 (admin) + investment fees

Cost (£100k): £1,140 (admin) + investment fees