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...