Charles Stanley launches online-based hybrid advice service

‘Help more people to get the advice they need’

Ayesha Venkataraman
clock • 2 min read

UK Investment Management Company Charles Stanley has announced the launch of its new hybrid advice solution OneStep, which seeks to bridge the advice gap.

The service offers expert financial guidance that is easy, accessible, and affordable, it said, with a single-charge flat fee that's "in the order of hundreds of pounds not thousands," according to John Porteous, MD of Charley Stanley's central financial services division. It provides clients with access to a structured process including online tools, guides, and time with a financial planner, which begins with a series of online meetings to discuss their goals and challenges, and possible options. At the end of the process, clients leave with a personalised plan, and their dedicated fin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

UK inflation drops to 2.6% in March amid warnings of further price rises

UK inflation drops to 2.6% in March amid warnings of further price rises

Down two percentage points

Sorin Dojan
clock 16 April 2025 • 2 min read
Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

Rewriting the rules of engagement: Innovating for the future of wealth and financial advice

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

Sneha Shah
clock 15 April 2025 • 3 min read
News editor's view: A week of acquisitions and consolidation

News editor's view: A week of acquisitions and consolidation

The news editor's Friday Night Takeaway from 11 April

Sahar Nazir
clock 14 April 2025 • 3 min read