thewealthnet

Charles Stanley tackles advice gap with financial coaching offering

News Team, 30/06/2023

Charles Stanley's investment platform - Charles Stanley Direct - has launched OneStep Financial Coaching, a new service designed to boost customers’ confidence in managing their finances by connecting them with financial professionals over the phone.

OneStep Financial Coaching offers customers a free 15-minute call with a qualified financial planner to address inquiries regarding personal finances. 

For those seeking a more in-depth discussion, a one-hour coaching session via video call is available at a fixed cost of £150. 

The new coaching service aims to assist customers in making informed fina...


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