Expert advice

Making sensible decisions based on your current situation and your aspirations is what financial planning is all about. At Barclays we understand this, which is why together with you, we will take time to consider the savings and investment options available to you and to help put in place a strategy that reflects your needs, your tax situation and your attitude to investment risk. Your Bank Manager can arrange a meeting with a Financial Advisor of Barclays Premier, that with a sophisticated financial planning tool can present you the best scenario and recommendation that will fit your objectives.

Comprehensive solutions and open architecture

We offer a wide range of savings, investment services and vehicles such as mutual funds, structured products, fiscal products and access to the major financial markets – eg. FX (Margin Trading), Stock Markets (Advisory). In addition to our own solutions, Barclays is one of the first providers in Portugal to offer selected best of breed funds from third parties, ensuring that your needs are covered every time. We can offer this through unit linked insurance products to ensure Portuguese fiscal residents optimize the tax benefit. Your Bank Manager will give you clear, practical advice on the savings and investment options that will best help you to achieve your financial aims, whilst respecting your attitude towards risk.

Make your choice

No two people are alike when it comes to their experience of the financial markets, knowledge of investment products and practices, or their aversion to risk. At Barclays we recognise this and not only offer innovative and flexible savings and investment vehicles, but also a choice in how your assets are managed:

Management styles:

• Invest in your portfolio at your own pace using our on-line/telephone brokerage service: Barclays Global Trader (www.barclays.pt) / Bolsa Telefonica Barclays
• Take advantage of our Financial Planning Service: Barclays Premier (your Financial Advisor)
• Enter a proactive and interactive relationship with our specialists who offer independent advice whilst you remain in control: Advisory
• Let our highly experienced portfolio management team tailor and manage your bespoke portfolio of investments matching your individual needs: Discretionary Portfolio Management.