Best seller60-minute call
Core Portfolio Review
£149.00
UK INVESTMENT ADVICE
Clear Plans, Calm Growth
Get portfolio management, ISA advice, pension checks, and regular review meetings built around your goals. Stan Invest helps UK families and small businesses keep a clear plan and stay in control.
BEST SELLERS
Top Plans for UK Investors
Lead with the products customers compare first: clear names, real benefits, prices, badges, and fast links to buy.
Save £30For new ISA funds
ISA Growth Plan
£129.00
£159.00
-15%Workplace or personal
Pension Check
£139.00
£165.00
HOTShort written report
Risk Profile Report
£89.00
NewFor couples and families
Family Wealth Plan
£199.00
Save £40For UK owners
Small Business Cash Plan
£179.00
£219.00
Top pickMonthly note
Market Research Brief
£79.00
-10%4 meetings a year
Quarterly Review Pack
£299.00
£329.00
Seasonal offer
One Clear Plan for Your Money
Feature one bundle, collection, or gift guide with enough context to make the offer feel intentional.
Save £150
Pension and ISA Bundle
One call covers your ISA, pension, and asset mix, with a clear action list after each meeting.
£249.00
Featured offer
POPULAR
Portfolio Checks
POPULAR
Retirement Plans
Social proof
Loved by Customers
Pair customer language with practical buying reassurance so shoppers can decide without hunting for policies.
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“They made our pension and ISA choices easy to read, and the review calls kept us calm all year.”
T
Aidan Morgan
Verified buyer
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“Clear numbers, plain words, and no pushy talk. We now know what each part of our plan does.”
C
Priya Desai
Verified buyer
Complete the basket
More Ways to Plan
NewAnnual check
ISA Top-Up Plan
£99.00
Best sellerWorkplace or SIPP
Pension Roadmap
£159.00
Save £40Joint planning
Family Wealth Audit
£219.00
HOTSurplus cash
Business Cash Map
£179.00
-15%Income focus
Dividend Income Review
£149.00
Cash to invest
Lump Sum Allocation
£89.00
Top pick4 meetings
Annual Review Pack
£299.00
Monthly email
Market Note Subscription
£49.00
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Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01Do you work with first-time investors?+
Yes. We start with your goals, your time frame, and your risk level, then build a simple plan from there.
02Can you help with ISAs and pensions?+
Yes. We look at ISA and pension options together so your money sits in the right place for your goal each year.
03How often are review meetings?+
Most clients choose quarterly reviews, but we can meet more or less often based on how much support you want.
04Do you help small businesses?+
Yes. We help owners sort spare cash, plan for tax bills, and set a path for longer-term savings in the UK too.
05What does a review cover?+
We check risk, asset mix, fees, cash needs, and life changes, then write down the next steps in plain words.
06Do you only work in London?+
No. We serve clients across the UK by phone and video, so distance is not a problem for busy people too.
Get Monthly Notes
Get short notes on ISA rules, pension tips, and market views, sent once a month.