Members of the public will be able to have a 15-minute phone call with a financial planner for free as part of a new initiative being launched by Charles Stanley.
The investment manager said the new service - ‘OneStep Financial Coaching' - will allow people to ask questions about money and "feel more confident when it comes to management their finances" as they receive an adviser's response. A more in-depth, 60-minute discussion with an adviser over video will also be offered, at a fixed price of £150. Charles Stanley said it had developed the offering on the back of continuing concerns around the advice gap - estimated now to include about 12.2 million adults. Central Financial Services managing director John Porteous said the offering was ...
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