Hi, my name is Wes Kabiri and I’m one of the many Premier Financial Guides that you have exclusive access to as a Premier customer.
Our role is to help guide you to make the best financial decisions for you and your loved ones.
We’re here to talk to you about key life events to help us get a better view on how we can best support you and your ever-changing needs.
One of the areas customers, like you, often contact us about is the investment options available at Barclays.
Our digital investment service is called Smart Investor and as a Premier customer, you can speak to a Financial Guide who’ll be able to guide you around how the service works and how to navigate it on the app or on the website.
With Smart Investor, you can benefit from tax-efficient investing with our award-winning Investment ISA, as voted for at the 2022 at the Online Money Awards, and Self-invested Personal Pension (SIPP), named Best SIPP Provider 2022 at the Shares Awards.
We also offer a general Investment Account.
You’ll have access to wide range of investment options, including funds, bonds, UK, US and other international shares, plus much more.
There are options if you’re ready to invest but are short on time to do your own research.
For example, we offer five Ready-made Investment funds which given you access to a diversified portfolio through a single fund.
Alternatively, you can choose a fund from the Barclays Funds List.
Compiled by our experts, the Funds Lists includes funds from the sectors we believe are key for building a diversified investment portfolio.
You can also make use of the Research Centre to help make your own choices from our full offering of investments.
If you buy and sell investments listed on the London Stock Exchange, such as UK shares and ETFs, you’ll also benefit from the Barclays Price Improver.
In 2022, 93% of the trades we placed got a better price than that quoted on the London Stock Exchange, with customers benefiting by an average of £16 per deal.
You’ll also be able to get access to real-time market data through the Research Centre and receive regular expert analysis and insights to help with your investment decisions.
The team of investment experts working behind the scenes at Smart Investor have decades of experience, offering you guidance and impartiality through their articles, videos, podcasts and more.
Lastly, if you have investments elsewhere, myself or any other Premier Financial Guide, can help guide on how to transfer them to Smart Investor in four easy steps, and support you in managing your new online account.
By doing so, you’ll be able to view and manage your banking and investment accounts via the Barclays app or online banking, in addition to trading anytime, anywhere.
With our Premier Financial Guides here to help, you can get your money working harder and turn your plans into a reality.
To learn more about the investment options we have, all you need to do is book an appointment at a time that’s convenient to you, either online or through your Barclays app.