Plan and invest with a consultant
Get expert support from a Financial Consultant backed by a team of specialists.
- A collaborative relationship with a Financial Consultant.1
- Access to our wide range of solutions and expertise.
- No charge to work with your Financial Consultant.2
Your 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 to meet in-person or over the phone.
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.
With our tailored services, you will receive priority assistance from our experienced licensed professionals with U.S. investing expertise. Our specialists from our U.S. based affiliate, Charles Schwab & Co., Inc., can deliver personalized advice, assist with moving money, provide knowledgeable trading support, and help troubleshoot technical issues.4 No matter your financial goals, we're with you throughout your investing journey.
To learn more about the benefits and whether they might be a good fit for your specific needs, call 0203 795 2704.