Why the Barclays reviews for IA and ISA show as Aviva reviews?

10 Feb, 2022

Question by John

Hi, why the Barclays reviews for IA and ISA show as Aviva reviews?

Answered by Matt Angell

Hi John,

I would imagine this is because Barclays has created a relationship with Aviva to provide its members with ISA and IA accounts.

This is very normal for banks to do this so they can offer clients an array of financial products from Investments, protection policies etc.

This does however create its disadvantages for you a client that you may not be getting the best solution out there due to the lack of independence.

Have a look through the Boring Money best ISA awards which will give you an overview of some of the excellent alternatives out there:

https://www.boringmoney.co.uk/learn/articles/best-buy-isa-2022

Hope the above helps

Thanks Matt

Answered by

Matt Angell

Founder & Financial Planner

I am the founder of Creative Lifestyle Planning, an independent financial planning firm that works with many families across the UK. Matt specialises in helping families to answer those all important questions they have on their mind and helping many clients gain a clearer, simply understanding of when and how to they can retire.

Creative Lifestyle Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Matt’s focus when starting Creative Lifestyle Planning was to make financial advice more focussed on an individual and families life in the past, present and the future using financial coaching to release any barriers you may have to live the life you wish to going forwards and provide a plan to give you financial peace of mind, safe in the knowledge that Creative Lifestyle Planning are taking care of their wider financial planning and are there to keep them on track to achieve their goals.

Matt has many interests outside of work including managing a non-league football team, playing golf very badly and having lots of time with his wife Lucy, Daughter Sophie and little Cockapoo Coco.

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