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... Mehr ansehen
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
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... Mehr ansehen
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... Mehr ansehen
Unternehmensdetails
Vom Unternehmen geschrieben
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
Vom Unternehmen geschrieben
- Invest in your future
- Sign up in minutes to our first-class service to implement your investment decisions, through our secure platform and app.
Kontaktinformationen
Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY, London, Vereinigtes Königreich
- 0131 550 1234
- info@charles-stanley-direct.co.uk
- www.charles-stanley-direct.co.uk
4,0
Gut
180 Bewertungen
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Das haben sich andere Leute angesehen
Charles Stanley Direct - AVOID!
I was tempted by their cash back offer, but never again!
I attempted to transfer a SIPP to CSD. My initial transfer request was made on 31 July, in the end I gave up and cancelled the process in mid-October. In that 2 ½ month period, the first month was wasted with no request being made to the source provider, and the next 6 weeks by repeated promises and failures to send certain due diligence information that the source provider insisted on receiving before transferring funds.
I spoke and messaged CSD on numerous occasions, but they seemed powerless to actually do anything. All they could do was pass on messages to Embark Pensions (EBS), who are the administrator and responsible for doing the transfer. The problem is that my only contact was with CSD, not with EBS, so I could not chase them directly.
I complained to CSD on 5 October. They delayed their response until 28 November (they wrote that they are experiencing a higher than usual volume of complaints – I wonder why!). Their response was simply to deflect all blame to EBS. They wrote “the delays in the progress of your transfer, including failing to send due diligence information….were the fault of EBS”.
I can see there are many negative reviews about EBS elsewhere on the internet. I have no idea of the quality of service of CSD, as I never got that far, but I would strongly suggest avoiding using them while EBS acts as their administrator.
My SIPP was sat as cash during this process. The fund in which I intended to invest went up by more than 10% in this period, so this frustrating and pointless saga came at considerable cost to me.
After I cancelled, I switched to another provider, and the cash was transferred to them in a couple of weeks, showing the process can work efficiently, but not with CSD!
1. Oktober 2025
Bewertung ohne vorherige Einladung
Antwort von Charles Stanley Direct
Dear Peter,
Thank you for sharing your feedback and for highlighting your concerns regarding your experience. We take all feedback seriously and continuously monitor our partnership with Embark Pensions to ensure the highest standards of service are maintained.
We’re very sorry that your experience did not meet the high standards you expect from us. Many of our SIPP clients have placed their trust in us for years, and we approach that responsibility with great care and attention. Your comments will help us continue to strengthen our service and ensure that every client feels supported and confident in their pension arrangements.
Best regards,
Louise
Louise Miller
Head of Client Experience
It answered the question
5. Dezember 2025
Antwort von Charles Stanley Direct
Dear Mary,
Thank you for your positive review. Please let us know if you ever need further assistance.
Best,
Louise
Louise Miller
Head of Client Experience
Antwort von Charles Stanley Direct
Dear Mr Langran,
Thank you for sharing your positive feedback - I'm pleased you've had a good experience. Please remember we are here if we can be of further assistance.
Best wishes,
Louise
Louise Miller
Head of Client Experience
Prompt and clear
Prompt and clear
Prompt, clear answers to questions and easily understandable analysis of my investments
28. November 2025
Antwort von Charles Stanley Direct
Dear Sean:
I'm delighted we were able to help and thank you very much for sharing your feedback. We are here if we can be of further assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Customer Service
Client Services team were very helpful and accommodating. Unfortunately I had to chase several times to get the required information. Would of appreciated more updates on that status of my request.
25. November 2025
Antwort von Charles Stanley Direct
Dear Richard:
Thank you for taking the time to leave feedback. I'm pleased to see that you got the information you needed but I would like to extend apologies for the time it took. We will take your comments on board.
Best regards,
Louise
Louise Miller
Head of Client Experience
confusing and cumbersome
20. November 2025
Antwort von 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
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. November 2025
Antwort von 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
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. November 2025
Antwort von 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
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. November 2025
Antwort von 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
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. November 2025
Antwort von 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
Antwort von 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
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. Oktober 2025
Ewan at Charles Stanley Direct
Ewan, was able to help me sort out an issue and did so promptly.
Mnay thanks.
22. Oktober 2025
Antwort von 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
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. Oktober 2025
Antwort von 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
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. Oktober 2025
Bewertung ohne vorherige Einladung
Antwort von 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
Zac solved my problem and explained how…
Zac solved my problem and explained how to solve it myself in future. Many thanks.
15. Oktober 2025
Antwort von 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
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. Oktober 2025
Antwort von 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
Antwort von 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
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. Oktober 2025
Antwort von 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
Quick response and staff member called…
Quick response and staff member called me to resolve my problem.
6. Oktober 2025
Antwort von 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
So funktioniert Trustpilot
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