Charles Stanley Direct Recensioni 

181
•
TrustScore 4 su 5

4,0

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Scopri cosa dicono le persone

Valutata 3 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Valutata 5 stelle su 5

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... Leggi di più

Valutata 2 stelle su 5

A good platform and decent deal for active traders who trade at least once a month where they remove some of the ongoing account charges. also, some fees are removed if you have more than £30k ac... Leggi di più

Dettagli dell'azienda

  1. Servizio di investimenti
  2. anche in
  3. Agente di borsa

Scritti dall'azienda

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

Scritti dall'azienda

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

Informazioni di contatto

4,0

Molto buono

TrustScore 4 su 5

181 recensioni

5 stelle
4 stelle
3 stelle
2 stelle
1 stella

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4,0

Tutte le recensioni

(181)

95 recensioni negli ultimi 12 mesi

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Su Trustpilot, le aziende non possono offrire incentivi o pagare per nascondere le recensioni. Le recensioni sono le opinioni dei singoli utenti e non di Trustpilot. Leggi di più

Valutata 1 stelle su 5

Communication failure

A fund I hold was due to be merged with another but Charles Stanley failed to inform me. I discovered it myself and was too late to do anything about it. I had to embarrass an apology out of them.

27 maggio 2026
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Risposta di Charles Stanley Direct

Dear Sandra:

I'm really sorry about this. I've asked for more details but as a general rule you should have received an advanced notification of the merger and certainly you were due an apology when the issue came to light. We hold ourselves to high standards of customer service and it appears we may have fallen short here. Your feedback is noted and is being escalated.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5

Live chat provided helpful response…

Live chat provided helpful response albeit the next day.

20 maggio 2026
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Risposta di Charles Stanley Direct

Dear Mr Coombes:

Many thanks for the positive feedback and I'm glad we were able to help. Live chat is available on business days between 9:30am and 4:30pm but we do our best to pick up queries that arrive out of these hours as promptly as possible the next working day and most clients usually have a response by 10am (sometimes a little later on a Monday morning given weekend volumes)!

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5
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Risposta di Charles Stanley Direct

Dear Brian:

We are very pleased to have been of assistance and many thanks for taking the time to leave positive feedback. Please don't hesitate to let us know if we can be of further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Dividend query

Worked like Heinz beans many thanks for a swift response

20 maggio 2026
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Risposta di Charles Stanley Direct

Dear Kristian:

I shall have to remember that expression! I'm glad we were able to help. Thank you very much for taking the time to leave feedback.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5

Had a query about interest payment

Had a query about interest payment. Raised q on helpdesk and got a quick and clear response. Exactly what I needed.

8 maggio 2026
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Risposta di Charles Stanley Direct

Dear Nick:

I'm delighted that we were able to help and thank you for taking the time to leave your feedback. We are here in the event you have further queries.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Emily was the first person on the team…

Emily was the first person on the team to suggest that my graph display problem was to do with the acceptance of cookies. It was a problem unresolved for over a year and a half.

14 maggio 2026
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Risposta di Charles Stanley Direct

Dear Stephen:

Thank you for taking the time to leave a review. I'm glad to hear that Emily was able to help and I've let her know that her suggestion worked in your case. Your confirmation helps us know what might work for others if needed, so is much appreciated.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Great customer service

Great customer service, and a platform that works well with transparant charges.

13 maggio 2026
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Risposta di Charles Stanley Direct

Thank you very much for your feedback! I'm pleased to read that we've been of help over the years and we genuinely appreciate your trust in us.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

i have been a client of CS for many…

i have been a client of CS for many years...in that time i have found them to be very efficient and extremely helpful on the occasions when the technology gets the better of me.

13 maggio 2026
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Risposta di Charles Stanley Direct

Dear Peter:

Thank you very much for taking the time to leave a review. I'm delighted to read that we've been able to help over the years. We are here for any further queries.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

always professional and fast and…

always professional and fast and efficient

13 maggio 2026
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Risposta di Charles Stanley Direct

Dear Andrew:

I'm very pleased to read that your experiences with us have been positive. We appreciate you taking the time to leave a review!

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 1 stelle su 5

Wish we hadn’t moved

Wish we hadn’t moved. Worst company ever. They never respond & try to fob u off. They don’t sort issues out.

12 maggio 2026
Non scritta su invito
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Risposta di Charles Stanley Direct

Dear Sarah:

Thanks once again for taking the time to share your feedback. I believe that this and your other recent review relate to Persimmon Homes rather than Charles Stanley Direct but please get in touch with us if we can be of any assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5

Happy Days

Easy to buy and sell funds and stocks. Would be good if there was a withdrawal option on the app rather than have to use a web browser.

8 maggio 2026
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Risposta di Charles Stanley Direct

Dear Mr McLeish:

Thank you very much for taking the time to leave your thoughts. I'm pleased to let you know that your feedback coincides with our plans for our app. Watch this space!

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Helpful and courteous

Helpful and courteous

7 maggio 2026
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Risposta di Charles Stanley Direct

Dear Jane:

We appreciate your feedback! That is exactly the sort of service we aim for and we are here if you need us further.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5

CS Direct is a generally efficient and…

CS Direct is a generally efficient and low-cost platform, with a good Helpdesk - particularly as the staff are anglophone and based in Edinburgh. The charges are sensible.
I would have given you 5/5, but I think your website slightly lets you down, largely because it is slow and clunky (eg to look at multiple accounts, you need to keep reverting to the 'My Accounts' page, which consumes quite a bit of time when I need to look at multiple accounts).

8 maggio 2026
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Risposta di Charles Stanley Direct

Dear Andrew:

Thank you very much for taking the time to leave feedback. Our website has done us well in terms of performance and resilience but we hear you and I'm pleased to let you know that we are planning upgrades to the website, so watch this space!

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 1 stelle su 5

Absolutely shocking and abysmal…

Absolutely shocking and abysmal response consistently from customer care they don’t give a damn sell u the dream but what you really get is a big nightmare. They ripp you off left right centre. we would never again by Persimmions Home. Shocking workmanship throughout cheap and nasty materials used clearly stuff that don’t know what the hell they’re doing.

8 maggio 2026
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Risposta di Charles Stanley Direct

Dear Sarah:

Thanks for taking the time to share your feedback. It looks like your comments relate to Persimmon Homes rather than Charles Stanley Direct. If so, you may want to repost your review so it reaches the right organisation but, if we can help at all, please feel free to get in touch.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Four generations of superb financial…

Four generations of superb financial management of the highest order with my family

6 agosto 2025
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Risposta di Charles Stanley Direct

Dear James:

You have genuinely made my morning with that comment. We truly value such long-term relationships as well as aim to support our clients at every step of their investment journey. Thank you for your trust in us and please let me know if ever I/we can assist.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5

Not Quite As Good as it Used to be

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 orientated. I have full fibre broadband with good speed but CSD's server is some times slow and some features such as charts and comparisons are incompatible with Firefox

7 maggio 2026
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Risposta di Charles Stanley Direct

Dear Martin:

Please accept my sincere apologies for the delay in responding, which was entirely down to me and unrelated to Raymond James! However, I wanted to look further into the browser issues that you report. I'll respond separately to you now by email and thank you very much for taking the time to leave feedback.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 4 stelle su 5

Suggestions for improvement to researching investments

Easy to use except when researching funds, ITs, etfs etc. Trustnet’s investor search too is easier to use and to make comparisons

7 maggio 2026
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Risposta di Charles Stanley Direct

Dear Richard:

Many thanks for taking the time to leave your feedback. We’re pleased to hear that you find the service easy to use but note your comments relating to research. We are looking to make enhancements to the service over the coming months and your feedback will help us set priorities.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Quick response and very friendly and…

Quick response and very friendly and helpful.

29 aprile 2026
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Risposta di Charles Stanley Direct

Dear Lou:

Many thanks for the feedback. That is just what we aim for and I'm very pleased we were able to help.

Best regards,


Louise

Louise Miller
Head of Client Experience

Valutata 5 stelle su 5

Easy investing

Used Charles Stanley for a few years now. Good platform, simple to navigate. Support always answer my silly questions! Would easily recommend to anyone

24 aprile 2026
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Risposta di Charles Stanley Direct

Dear Joffy:

I can confidently say that there is almost nothing we have not been asked! Please always feel free to ask away and I'm glad we've been able to help. Thank you very much for taking the time to leave feedback. We genuinely appreciate it.

Best regards,


Louise

Louise Miller
Head of Client Experience

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