Charles Stanley Direct Avis 

175
TrustScore 4 sur 5

3,9

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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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

Cette entreprise invite régulièrement ses clients à laisser des avis, qu’ils soient positifs ou négatifs.

Chez Trustpilot, nous privilégions le contenu écrit par des personnes réelles. Cependant, cette entreprise a accès notre outil de réponse assisté par l'IA pour l'aider à rédiger ses réponses.

Comment cette entreprise utilise Trustpilot

Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.

3,9

Tous les avis

(175)

111 avis reçus au cours des 12 derniers mois

Écrire un avis
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 5 sur 5 étoiles

Direct debit query

I received a quick response from the online chat service and I was able to solve the problem with my monthly direct debit.

22 septembre 2025
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Réponse de Charles Stanley Direct

Dear Andrew:

Thank you very much for the review. I'm pleased to read we were able to assist. We are here if you need us again.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Question Answered!

Efficient solution and a pleasant response.

25 septembre 2025
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Réponse de Charles Stanley Direct

Dear JH:

Thank you for taking the time to leave us a review. I'm very pleased we were able to help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Timely responses

Timely responses. Unambiguous advice

24 septembre 2025
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Réponse de Charles Stanley Direct

Dear David:

I'm very pleased to hear that. Thank you very much for the review and please don't hesitate to let us know if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Efficient Messaging

The response time to my message was first class, and the answer was clear and solved my problem.

23 septembre 2025
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Réponse de Charles Stanley Direct

Dear Ms Johnston:

Thank you very much for the feedback which I will pass to the team here. I'm very glad to read we were able to be of assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles
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Réponse de Charles Stanley Direct

Dear Nicholas:

Many thanks for taking the time to provide this feedback, which we were very pleased to receive. We are here if we can be of further help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Very good platform

Very good platform

I have been with them for 5 months now and it has everything you could need and very good customer support

19 septembre 2025
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Réponse de Charles Stanley Direct

Dear George:

Thank you for the lovely feedback. We are here if you need us and please don't hesitate to get in touch as and when we can assist further.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Excellent service

Quick and clear response

16 septembre 2025
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Réponse de Charles Stanley Direct

Dear Mr Gill:

Many thanks for the review. This sort of feedback really does matter to the team and is much appreciated. I'm glad we were able to be of assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Response time

A quick and efficient response to my question. Thanks.

15 septembre 2025
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Réponse de Charles Stanley Direct

Dear Michael:

Thank you very much for your positive feedback. We genuinely appreciate it and do let us know if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Prompt and effective response to my…

Prompt and effective response to my query

28 août 2025
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Réponse de Charles Stanley Direct

Dear Patrick:

Many thanks for your comments. I'm pleased we were able to help & of course we are here for any further queries you may have.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 3 sur 5 étoiles

The chat Lady was helpful but your web…

The chat Lady was helpful but your web site is very difficult to navigate. It is not user friendly.

28 août 2025
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Réponse de Charles Stanley Direct

Dear Ian:

Many thanks for your feedback. Please rest assured that we are continually working to make the website as intuitive as possible. We have several significant updates in development, for which we are taking such comments carefully into account.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles
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Réponse de Charles Stanley Direct

Dear Grahame:

Many thanks for your feedback, which I've passed to Robyn. She'll be very pleased to hear she was able to help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 1 sur 5 étoiles

no one could help

no one could help, no one could give a receipt for the purchase and sale of shares for my taxes.

27 août 2025
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Réponse de Charles Stanley Direct

Dear Stephen:

I followed up on your query this morning. We normally issue CGT reports on request at no charge, but this can only be done for UK residents and the team were genuinely uncertain about what you needed. However I can see they did their best to pull something together for you. If this doesn't help please let us know and we'll try again.

Best regards,


Louise

Louise Miller
Head of Client Services

Noté 4 sur 5 étoiles
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Réponse de Charles Stanley Direct

Dear Michael:

Many thanks for the positive feedback. I'm glad to hear that the team were able to assist.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Back-up team on the ball

Very quick response to a query that I raised. Good follow-up to keep me informed.

8 août 2025
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Réponse de Charles Stanley Direct

Dear David:

I'm very pleased to read that we were able to assist to your satisfaction. We are here should you have any further questions.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 2 sur 5 étoiles

Wasting time with helpdesk

Wasting time with helpdesk - told that estimating parity for £Stg:$US was computer procedure and NOT a company error. When questioned this was confirmed and told this was NOT acceptable company procedure - suggest that the company should listen to the phone call with Zac!! ?5th or ?6th August

6 août 2025
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Réponse de Charles Stanley Direct

Dear Mr McIlroy:

Thank you for your feedback. I am a firm believer that courtesy should be extended on both sides during a conversation and, having reviewed the situation, I am satisfied that your query was answered both promptly and professionally. We are further looking to update the currency symbol at issue and appreciate you bringing this to our attention.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles
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Réponse de Charles Stanley Direct

Dear Peter:

Many thanks for your feedback. I'm pleased we've been able to help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

Top of the stocks

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 reasonable. Quick responses to questions and queries on the service available

25 juillet 2025
Noté 5 sur 5 étoiles

Excellent system for portfolio management.

Having real time pricing is helpful in making decisions, my and associated families portfolios can be linked and viewed overall.

22 juillet 2025
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Réponse de Charles Stanley Direct

Dear Raymond:

Thank you very much for your comments, which we genuinely appreciate.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 5 sur 5 étoiles

I was attended to quickly and Kareen…

I was attended to quickly and Kareen was very helpful.
I got the information I needed

18 juillet 2025
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Réponse de Charles Stanley Direct

Dear Mike:

Thank you very much for the comments which I passed on to Kareena, who equally appreciated them.

Best regards,


Louise

Louise Miller
Head of Client Experience

Noté 1 sur 5 étoiles

Nothing online is working for me

I tried to sell some investment via your website and I later found out it had failed to work. When I enquired and found you had no record of my attempt I repeated it this time successfully. Next, I have twice tried to transfer cash from my Investment account to my Lloyds bank account but your website failed to complete the operation. Your chatline told me to make the payment via a secure message but this attempt has also failed. Will you please tell me what to do next.

8 juillet 2025
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Réponse de Charles Stanley Direct

I'm sorry to hear about these difficulties. Please never hesitate to call in such circumstances. We can be reached from 7:30am until 5pm on 0131 550 1234. We also answer the phone, on average, in ten seconds or less.

I'm also more than happy to assist myself. If you email ClientExperience@cs-d.co.uk with your name and contact details, I'll get right back to you.

Best regards,


Louise

Louise Miller
Head of Client Experience

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