Charles Stanley Direct Opiniões 

175
TrustScore: 4 em 5

3,9

Embora não verifiquemos reivindicações específicas uma vez que os autores têm direito a ter a sua opinião, podemos classificar as opiniões como "Verificadas" quando conseguimos confirmar a ocorrência de uma interação com a empresa. Saber mais

Para proteger a integridade da plataforma, todas as opiniões na nossa plataforma (verificadas ou não) são analisadas pelo nosso software automatizado 24 horas por dia, 7 dias por semana. Esta tecnologia foi concebida para identificar e remover conteúdos que violam as nossas diretrizes, incluindo opiniões que não se baseiam numa experiência real. É possível que não consigamos dar conta de tudo, pelo que poderá sinalizar alguma coisa que ache que nos possa ter escapado. Saber mais

Leia as opiniões dos outros

Classificada 4 em 5 estrelas

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... Ver mais

A empresa respondeu

Classificada 3 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Informações sobre a empresa

  1. Serviço de investimentos
  2. Corrector de bolsa

Escrito pela empresa

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

Escrito pela empresa

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

Informações de contacto

3,9

Bom

TrustScore: 4 em 5

175 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Pede aos clientes que escrevam opiniões

Esta empresa convida os seus clientes a escrever opiniões, sejam estas positivas ou negativas

Na Trustpilot, focamo-nos em conteúdo criado por pessoas reais. Ainda assim, esta empresa pode usar a nossa ferramenta de respostas assistida por IA, para ajudá-los a redigir respostas.

Como esta empresa usa o Trustpilot

Veja como as respetivas opiniões e classificações são obtidas, classificadas e moderadas.

3,9

Todas as opiniões

(175)

111 opiniões nos últimos 12 meses

Escreva uma opinião
Na Trustpilot, as empresas não podem oferecer incentivos ou pagar para esconder opiniões. As opiniões pertencem a cada um dos utilizadores e não à Trustpilot. Saber mais

Classificada 5 em 5 estrelas

Great customer service

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

13 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

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 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

always professional and fast and…

always professional and fast and efficient

13 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 1 em 5 estrelas

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 de maio de 2026
Opinião espontânea
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 4 em 5 estrelas

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 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

Helpful and courteous

Helpful and courteous

7 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 4 em 5 estrelas

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 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 1 em 5 estrelas

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 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

Four generations of superb financial…

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

6 de agosto de 2025
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 4 em 5 estrelas

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 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 4 em 5 estrelas

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 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

They always answer queries quickly &…

They always answer queries quickly & efficiently.

6 de maio de 2026
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear John:

Many thanks for the feedback. We are here to help and appreciate it!

Best regards,


Louise

Louise Miller
Head of Client Experience

Classificada 5 em 5 estrelas

Quick response and very friendly and…

Quick response and very friendly and helpful.

29 de abril de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

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 de abril de 2026
logótipo da Charles Stanley Direct

Resposta da 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

Classificada 5 em 5 estrelas

On line agent help…

The online agent was prompt and very helpful. I had a question which was not covered by the FAQ's and they were quick to establish what I needed and and prompt in providing the solution

21 de abril de 2026
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear JS:

Thank you very much for taking the time to share your experience. I'm very pleased we were able to help. That's exactly what we are here for and please do let us know if you need anything else.

Best regards,


Louise

Louise Miller
Head of Client Experience

Classificada 4 em 5 estrelas

I think I solve my problem

I think I solve my problem. The agent explain quite well what to do.

20 de abril de 2026
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Paulo:

Many thanks for taking the time to leave feedback. We appreciate it and are here to help you further if needed.

Best regards,


Louise

Louise Miller
Head of Client Experience

Classificada 5 em 5 estrelas

General account enquiry

Easy and prompt answer to my questions and concerns

16 de abril de 2026
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Irfon:

Many thanks for your feedback. I'm very pleased we were able to help and we are here if you need us again.

Best regards,


Louise

Louise Miller
Head of Client Experience

Classificada 5 em 5 estrelas

Helpful staff

Helpful staff , great for self investing in my SIPP

9 de abril de 2026
Opinião espontânea
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Colin:

Many thanks for the feedback. We genuinely appreciate it and I'm glad we've been able to assist. We are here if you need us.

Best regards,


Louise

Louise Miller
Head of Client Experience

Classificada 1 em 5 estrelas

Terrible website

Terrible website
Terrible messaging system.
Can’t find the documents supposedly sent
Been trying to transfer ISA and it was said as was verified early March by my other provider but Charles Stanley said they haven’t received it.

1 de abril de 2026
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Ms Stephens:

I'm very sorry to read of the difficulties you've been having. I can see that you've since been in touch with Ewan on the Helpdesk, who I believe has helped you find the document. He'll also be able to assist you further with the transfer mystery once he hears back from you. I'm here too if you need any further assistance: ClientExperience@cs-d.co.uk.

Best regards,


Louise

Louise Miller
Head of Client Experience

Classificada 1 em 5 estrelas

dont buy gilts

took me hours to get through to buy a gilt but then to be told on phone charge is 1% (plus their platform fee, and needless to say bid offer)... bonkers .. gilts only pay 4% (so they want approaching half of year 1 income); whereas i can do the same trade on HL or AJ Bell online (ie. not phone) for almost £free ... why should i pay CS a fee for their platform being defficent?? Platform, settlement is also the slowest of everyone in the markst it seems, bar possibly Invest Engine.

31 de março de 2026
Opinião espontânea
logótipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Mrs Bridgwater:

I'm genuinely sorry to read of your disappointment. Although we offer thousands of investments online, you are correct that gilts trades have to be placed by phone, but we have noted your feedback, which we appreciate.

The best way to contact us is to call during working hours when the phone is normally answered very promptly, sometimes in seconds. I believe you may have left a message and I'm sorry that the call wasn't returned as quickly as you wanted but we do try our best.

We work to standard UK settlement timescales, at two working days for shares and four for funds, but you may be pleased to hear that the UK is moving to faster timescales next year.

Best regards,


Louise

Louise Miller
Head of Client Experience

A Experiência Trustpilot

Qualquer pessoa pode escrever uma opinião na Trustpilot. As pessoas que escrevem opiniões têm direito a editá-las ou eliminá-las a qualquer momento. Estas opiniões serão exibidas enquanto uma conta estiver activa.

Contamos com uma equipa especializada e tecnologia inteligente para proteger a nossa plataforma. Descubra como combatemos opiniões falsas.

Leia mais sobre como processamos as opiniões na Trustpilot.

Aqui estão 8 dicas para escrever óptimas avaliações.

A verificação pode ajudar a garantir que são pessoas reais a escrever as opiniões que lê no Trustpilot.

Oferecer incentivos em troca de opiniões ou solicitá-las selectivamente pode distorcer o TrustScore, o que vai contra as nossas directrizes.

Saiba mais