Charles Stanley Direct
Financial Coaching
Do you have a tricky financial question to solve? Speak to a real-life financial coach, who can help you gain insights and understanding of your situation so you can take the next steps with confidence.
Why it could be right for you
Benefits of Financial Coaching
Financial Coaching can help you take the first steps in mastering your financial future. We offer a free, no commitment, 15-minute call with a qualified professional to discuss your needs.
Direct support
You'll speak to one of our financial coaches who can answer your money-related questions. You'll be able to think more clearly about your options and get the help you need to make the right decisions.v
You’re in control
You can choose exactly what you want to talk about. Whatever your circumstances, a personal coaching session can give you the answers you need to start thinking clearly about your next steps.
Qualified experts at hand
Perhaps you want to start investing but feel overwhelmed with all the options on offer. Maybe you’ve retired and want to make the most of your savings and investments. You can really increase your financial confidence when you have a qualified expert on your side.
Free initial consultation
Not sure that Financial Coaching is right for you? We offer a free, no commitment, 15-minute call to discuss your needs. You can delve deeper into a subject that’s relevant to you through a one-hour coaching session.
Why Financial Coaching could be ideal for you
Speaking to a financial coach could give you the answers to the questions that can get you thinking clearly about your financial future.
You want to find out more about investing
Find out more about how to start investing and form good financial habits.
You want to gain confidence in your finances
Find out how to get on top of your day-to-day finances. Gaining confidence to tackle difficult decisions rather than putting them off can improve your future situation.
You want to maximise tax efficiency
Learn about the accounts that can help you meet your financial goals faster by reducing the amount of tax you pay on your returns.
You want a more secure retirement
Wherever you are in your retirement journey, your financial coach can direct you to the right resources and explain how to work towards the lifestyle you want.
How would you like to manage your investments?
We have a wide range of investment services, offering you the flexibility to be as involved as much or as little as your like.
Online Investing
Invest in your future. Use our first-class service to carry out your investment decisions, through our secure platform and app.
Personal Portfolio Service
The straightforward way to access our investment expertise. We’ve designed a range of funds to suit different types of investors – from the most cautious to the more adventurous.
Advisory Investment Service
Get support from our experts when choosing your investments with our Advisory Investment Service.
Bespoke Investment Service
Entrust a dedicated expert to make investment decisions on your behalf. We’ll monitor and adjust your portfolio to make sure you don’t miss out on appropriate opportunities or are exposed to unnecessary risks.
Book your free 15-minute session
Complete your details and will we get in touch to find a suitable date and time that works for you.
020 7149 6444 (Open Mon-Fri, 9am-5pm)