Charles Stanley, a wealth manager, is launching a new one-hour money coaching service priced at £150 including VAT. The service aims to help individuals gain confidence in saving and investing while avoiding common mistakes. Clients can start with a free 15-minute call to discuss their needs, followed by an in-depth video call at the fixed hourly fee. This new service, called OneStep Financial Coaching, is designed to complement Charles Stanley’s existing OneStep Financial Planning service. The latter, priced at £750 plus VAT, offers several online sessions with a qualified financial adviser, personalized action plans, and ongoing support. While the OneStep services do not provide product recommendations, Charles Stanley’s wider business offers a ‘restricted’ advice service with a limited selection of products and providers. By offering cost-effective tech solutions alongside human expertise, Charles Stanley aims to bridge the advice gap in the UK.
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