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
Couple talking

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.

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?

Financial Consultants are generally made available to clients with US$1 million or more in assets at Schwab. Of course, any Schwab client can talk to an investment professional anytime at no cost.

Discover the benefits of personalized wealth management services.³

We recognize that your needs are complex and ever-changing, which is why we offer a complimentary suite of benefits for clients with qualifying assets at Schwab.

Schwab Private Client Services™

is available for clients with more than US$1 million in qualifying assets.

Schwab Private Wealth Services™

is available for clients with more than US$10 million in qualifying assets.

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.


Start investing in the U.S. market today.

Have questions? We're here to help.


New clients
+44 203 795 2704

Existing clients
0808 234 6306 (freephone from the UK)
1-800-362-1774 (in the US)

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

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)