Charles Stanley Direct Avis 

175
TrustScore 4 sur 5

3,9

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Lisez les avis des autres

Noté 4 sur 5 étoiles

Used to be the best value/service for the private investor, with a very personal approach. Since Raymond James took over it is not such good value and the Help Desk does not seem to be so customer or... Voir plus

L'entreprise a répondu

Noté 3 sur 5 étoiles

A few things to watch: - Monies paid into accounts on the platform take several days to arrive. That is time you are out of the market with no doubt CSD benefitting from the interest in the meanw... Voir plus

Noté 5 sur 5 étoiles

Really good website for easy access to view share prices. Alerts when dividends are paid. Really helpful videos at sensible intervals on market trends, tax change implications etc. Charges are reasona... Voir plus

Noté 5 sur 5 étoiles

I have handled two JISA's using CSD. I have used their website to trade and once to exchange secure messages - no problems have been experienced. I have never phoned. Annual charge of 0.35% is av... Voir plus

À propos de l'entreprise

  1. Conseil en investissement
  2. Agent de change

Écrit par l'entreprise

Charles Stanley Direct is a personal financial service combining a modern digital experience with the traditional client focused values of private wealth management. It provides all self investors with the knowledge, tools, products, and services to take control of their financial futures and realise the rewards of your investments. Whether you are a novice or an experienced investor we are here to help you every step of the way. You can call our award-winning client service team for technical help or speak to a qualified financial coach if you need guidance. Available online and via the Charles Stanley app.

Online investing

Écrit par l'entreprise

Invest in your future
Sign up in minutes to our first-class service to implement your investment decisions, through our secure platform and app.

Coordonnées de contact

3,9

Bien

TrustScore 4 sur 5

175 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Demande des avis aux clients

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Comment cette entreprise utilise Trustpilot

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3,9

Tous les avis

(175)

111 avis reçus au cours des 12 derniers mois

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 1 sur 5 étoiles

confusing and cumbersome

20 novembre 2025
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Réponse de Charles Stanley Direct

Dear Mr Hoffman:

Thank you for your honest feedback. If you have time, please feel free to contact me at ClientExperience@cs-d.co.uk so that I can take your thoughts onboard. The team is also on hand to answer any queries you may have about navigation and I too can step in to help if needed.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

CS-Direct enables me to manage my investments

CS-Direct and way the site manages my money gives me complete confdence. All the web-site information, the functions (e.g. buying, selling etc.) are very easy to manage; it enables me to monitor and track all my investments, payments in or out, dividends, income etc. Essentially, I enjoy managing my investments through this website.

10 novembre 2025
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Réponse de Charles Stanley Direct

Dear Mr Royse:

I'm so pleased to read that you enjoy the service. That is exactly what we aim for! Thank you for taking the time to leave feedback and we are here should you need us.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Callum has been most helpful.

I would like to Thank Callum for helping me to source required information with great service mind and professionalism. I thank him immensely

7 novembre 2025
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Réponse de Charles Stanley Direct

Dear Mrs Vijayakrishnan:

Thank you very much for leaving this review. I've passed your words onto Callum and I am certain that you will have made his day.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

The team really went out of their way…

The team really went out of their way to dig up some old information that I needed. Involved looking back at the archives to when I was a discretionary customer of Charles Stanley Stockbrokers. Very helpul indeed

5 novembre 2025
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Réponse de Charles Stanley Direct

Dear Michael:

Many thanks for your words, which I've passed onto the team here. They will genuinely appreciate it.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 4 sur 5 étoiles

Be aware of the time limits to draw money out

Let us face it, the Charles Stanley Direct site is complex from a customer point of view. So I needed help to navigate and used the chat facility. I was pleasantly surprised how quick the responce was. My reason for help was to navigate through to withdraw money. Slight niggle though, I was trying to draw cash out following a sell off of part of my shares. But as I was a day too soon, the option to withdraw was only shown as £0 to withdraw. It may have been better to include a timing when proceeds of a sale might be drawn.

4 novembre 2025
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Réponse de Charles Stanley Direct

Dear Peter:

Many thanks for your constructive feedback, which we appreciate. We have very recently updated the wording on our cash withdrawal page. If you withdraw again and find it insufficiently clear with respect to the fact that you have first to wait for any sales to settle, please reach out directly to me and I'll do my best to help. Please also 'watch this space' with respect to the website.

Best regards,


Louise

Louise Miller
Head of Client Experience
ClientExperience@cs-d.co.uk

Noté 5 sur 5 étoiles

All good

All good, the agent knew what the issue was and found a solution

3 novembre 2025
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Réponse de Charles Stanley Direct

Dear Georges:

I'm delighted we were able to help. Many thanks for taking the time to leave feedback. We are here if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Webchat Delivers

Webchat sorted out a classification error by CSD in just a few minutes. The security was wrongly showing up on the system as being ineligible for an ISA and I'd had no answer to my secure message for a week. So gold star to Ryan the webchatter, with the message handlers left watching from the sidelines.

28 octobre 2025
Noté 4 sur 5 étoiles

Ewan at Charles Stanley Direct

Ewan, was able to help me sort out an issue and did so promptly.

Mnay thanks.

22 octobre 2025
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Réponse de Charles Stanley Direct

Dear Mr Garrett:

Many thanks for taking the time to leave a review. I've passed on the feedback to Ewan, who will appreciate it equally.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

The help desk support on a transfer…

The help desk support on a transfer activity was simply outstanding, from the first call and through to completion.

Their support, and very clear guidance, plus their ongoing updates was beyond first class.

This was not the first time I have had outstanding support from CL Direct and their help and dedicated activity teams,

If only other organisations were even 10% of what CSD are - sadly they're not.

15 octobre 2025
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Réponse de Charles Stanley Direct

Dear Martin:

We are all very appreciative of your feedback. It does genuinely mean a great deal to the team here. Thank you - we are here if we can be of further assistance with anything.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 1 sur 5 étoiles

Terrible.

Terrible.

High fees, PAINFULLY slow withdrawals - have the audacity to charge you £25 if you'd like your own money same day, limited stock/etf options.

Slow, frustrating, and outdated.

17 octobre 2025
Avis spontané
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Réponse de Charles Stanley Direct

Dear Sam:

Many thanks for your honest feedback.

You are right that we charge £25 for same day CHAPs payments although for fullness I need to mention that we don't charge for BACs payments which we issue promptly.

You are very welcome to contact me directly with respect to your other feedback. We offer a huge range of securities but I can certainly look into any particular ones you haven't been able to find.

Best regards,


Louise

Louise Miller
Head of Client Experience
ClientExperience@cs-d.co.uk

Noté 5 sur 5 étoiles

Zac solved my problem and explained how…

Zac solved my problem and explained how to solve it myself in future. Many thanks.

15 octobre 2025
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Réponse de Charles Stanley Direct

Dear Mrs Anderson:

Many thanks for taking the time to reply. I've passed your comments onto Zac who will be very pleased and I'm glad to hear he was able to be of assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 4 sur 5 étoiles

Louise is a rock star

Louise helped me out after a misunderstanding when closing my account. It was a fast and simple resolution. Thanks!

14 octobre 2025
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Réponse de Charles Stanley Direct

Thanks Peter. I'm sorry again for the issue and thank you for being so understanding.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Clear concise help.

Clear concise help.

Thanks

13 octobre 2025
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Réponse de Charles Stanley Direct

Dear Steve:

Many thanks for the feedback. That's exactly what we aim for and we are here if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Zac and the curious stock I owned

Zac gave me all the info I wanted very quickly. He knew his stuff and I'm glad he picked up my query.
Well done.

7 octobre 2025
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Réponse de Charles Stanley Direct

Dear Simon:

He does know his stuff! I've passed your comments onto him. Thank you very much on his behalf. I suspect you've made his day.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Quick response and staff member called…

Quick response and staff member called me to resolve my problem.

6 octobre 2025
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Réponse de Charles Stanley Direct

Dear Wayne:

Many thanks for taking the time to leave your feedback. I'm delighted we were able to help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

review

all staff are always very helpful,usually solve all and any problems or queries.
Very patient and polite with my questions.

2 octobre 2025
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Réponse de Charles Stanley Direct

Dear Pandelis:

I'm really pleased to hear that. Thank you for taking the time to leave your feedback. We are here if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Charles Stanley - recommended

Have used Charles Stanley for many years. The online service is easy to use and reliable. When I have had problems, the online help (real people) have always assisted in a prompt manner

2 octobre 2025
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Réponse de Charles Stanley Direct

Dear Martin:

That's exactly what we aim to do, give a personal and human service. Thank you. The very real people sitting around me will appreciate your words.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Quick response

Quick response

2 octobre 2025
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Réponse de Charles Stanley Direct

Dear Glyn:

Thank you for taking the time to leave us feedback. That's exactly what we aim for and I'm pleased we were able to help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

First class ...........

First class Company providing a five star service.

2 octobre 2025
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Réponse de Charles Stanley Direct

Dear Rob:

Thank you very much for such a lovely review which is greatly appreciated. We are here if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Fast efficient service

29 septembre 2025
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Réponse de Charles Stanley Direct

Dear Clive:

That is exactly what we aim for! Thank you very much for taking the time to leave your feedback.

Best regards,


Louise

Louise Miller
Head of Client Experience

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