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

My Care Hub expands to public following strong adviser support

My Care Hub expands to public following strong adviser support

Advice sector has played ‘pivotal role’ in successful rollout of care guidance platform

Jenna Brown
clock 10 September 2025 • 4 min read
CBI CEO urges Rachel Reeves to take back manifesto promise not to raise tax – report

CBI CEO urges Rachel Reeves to take back manifesto promise not to raise tax – report

Rain Newton-Smith claims ‘the time for tinkering is over’

Isabel Baxter
clock 10 September 2025 • 2 min read
'Fundamentally' different advice profession risks reputational damage from football scandal

'Fundamentally' different advice profession risks reputational damage from football scandal

High profile advice incidents like V11 ‘damaging’

Isabel Baxter
clock 09 September 2025 • 3 min read