Charles Stanley Direct
Financial Plans
Charles Stanley Direct
Financial Plans
Whatever your goals, making the right choices is key. Choose a Financial Plan to help with saving for retirement, managing your retirement income, or planning for inheritance tax.
A comprehensive and low-cost financial plan to suit your needs
For a one-off fee of £900 (including VAT), our financial planners will help you gain a clear understanding of your current situation and provide a clear action plan to help you manage your money and reach your long-term financial goals.
Our Financial Plans are ideal if:
You have a specific question about your finances
If you’re generally confident about managing your finances, but have a specific question or topic you’d like more clarity on, a Charles Stanley Direct Financial Plan will help you plug the gap.
You’re looking for a simple, fixed-fee solution
With a one-off fee of £900 (plus VAT), you’ll gain clarity and confidence in your financial situation. Whether you’re exploring retirement options or planning for inheritance tax, we’ll help you find the right answers to your most important financial questions.
You want personalised guidance from an expert
An expert financial planner will talk you through all the strategies you need to put in place to take control of your financial wellbeing. With the tools and resources we provide, you can have confidence that you’re doing all the right things to achieve your goals.
Answering your tricky questions
Our fixed-fee Financial Plans seek to answer the biggest financial questions you are likely to face.
Watch our video
Our expert guidance will empower you to make more informed and more confident decisions. Taking control of your financial situation doesn’t have to be a giant leap when you tackle it step by step.
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Do I need a financial plan? What should I expect?
We all need help from time to time. The bigger the financial challenge – the more help we might need. A simple and well-crafted financial plan can give you the confidence that you are on making the right decisions for life’s biggest financial moments.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free 15-minute coaching session with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)
Charles Stanley is not a tax adviser. The information provided here is based on our understanding of current UK legislation, taxation, and HMRC guidance. References to tax reliefs and allowances are correct at the time of publishing but can change in the future. Tax treatment depends on the individual circumstances of each person or entity and could also change in the future. If you are in any doubt, you should seek professional tax advice.
Frequently asked questions
What is financial planning?
Financial planning is the process of reviewing your current financial situation and setting goals for the future. To help with this, a qualified financial planner can create a tailored financial plan to help you manage your savings, investments and plan for taxes.
What are some common mistakes people make with their personal financial plans?
One of the common mistakes people make is failing to plan ahead and leaving it too late. Without clear goals and a roadmap, it's easy to drift financially and make reactive decisions rather than proactive ones. Other common mistakes can include things like overspending or impulse buying on credit cards, ignoring protective insurances and avoiding the conversation about finances all together.
How can personal financial planning help me save for a house or retirement?
Financial planning is a great tool to help you stay on track toward important financial goals and life milestones – whether you're buying your first home, planning for retirement, or preparing for other key life stages. It gives you a clear understanding of your current financial situation and helps you determine how much you need to save to achieve your next steps in life.
How can Charles Stanley help you create a financial plan?
At Charles Stanley, our financial planning services range from tailored one-off financial plans to comprehensive holistic financial planning and investment management services.