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Plan and invest with a consultant

Get expert support from a dedicated Financial Consultant backed by a team of specialists.

  • A dedicated relationship with a Financial Consultant1.
  • Access to our wide range of solutions and expertise.
  • No charge to work with your Financial Consultant2.
consultant

Your dedicated Financial Consultant will get to know you and your needs.

  • They will look at your Schwab account at an individual level.
  • They will assist you in helping to meet your U.S. investment needs and goals.
  • They are available meet in-person or over the phone.

 

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Work together to meet your U.S. investing goals.

Lean on your Financial Consultant as you look to grow your U.S. investments. Get one-on-one help with:

  • Using Schwab's U.S.-focused trading platforms.
  • Staying up-to-date on U.S. markets.
  • Understanding Schwab’s research and products. 

Your go-to contact for all our services and expertise.

Your Financial Consultant can connect you to Schwab specialists and resources when you have more complex trading and investing needs.

Sundial chart of services offered including Portfolio Advice  Fixed Income Specialists Schwab Trading Services™ Global Investing Specialized Service Teams Options Trading Investor Education Schwab Perspectives and Insights Online Tools and Resources Sundial chart of services offered including Portfolio Advice  Fixed Income Specialists Schwab Trading Services™ Global Investing Specialized Service Teams Options Trading Investor Education Schwab Perspectives and Insights Online Tools and Resources Sundial chart of services offered including Portfolio Advice  Fixed Income Specialists Schwab Trading Services™ Global Investing Specialized Service Teams Options Trading Investor Education Schwab Perspectives and Insights Online Tools and Resources

At Schwab, there's no cost to work with your Financial Consultant.²

There's no cost whether you're getting assistance in creating your personalized plan, or receiving tailored product recommendations and direct access to our specialists.

  • Pay only for the products and services you choose.

    Your Financial Consultant will explain the fees that apply to the products and services recommended, and you'll pay only for the products and services you choose.

  • How can I get access to a Financial Consultant?

    Dedicated Financial Consultants are generally made available to clients with US$250,000 or more in assets at Schwab. Of course, any Schwab client can talk to an investment professional anytime at no cost.  

Check the background of our firm and work histories of our Financial Consultants on FINRA's BrokerCheck.


Have more questions? We’re here to help.

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    Call

    New clients
    0800 917-1039 (UK)
    +44 20 3795 2704 (outside the UK)
     

    Existing clients 
    00800 0826-5001 (UK)
    1-800-362-1774 (in the US)

    Customer service hours
    10:30 pm Sunday to 6:00 am Saturday (UK Time)

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    Email

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    Visit us

    Charles Schwab, UK., Limited
    33 Ludgate Hill
    London EC4M 7JN
    United Kingdom

    Office hours
    Monday-Friday, 9:00 am to 6:00 pm (UK Time)