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
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
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
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
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
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
Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY, London, Reino Unido
- 0131 550 1234
- info@charles-stanley-direct.co.uk
- www.charles-stanley-direct.co.uk
3,9
Bom
175 opiniões
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.
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 de setembro de 2025
Resposta da 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
Resposta da 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
Resposta da 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
Efficient Messaging
The response time to my message was first class, and the answer was clear and solved my problem.
23 de setembro de 2025
Resposta da 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
Very helpful and very responsive
22 de setembro de 2025
Resposta da 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
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 de setembro de 2025
Resposta da 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
Resposta da 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
Resposta da 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
Resposta da 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
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 de agosto de 2025
Resposta da 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
Question answered swiftly
28 de agosto de 2025
Resposta da 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
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 de agosto de 2025
Resposta da 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
The answers were good
8 de agosto de 2025
Resposta da 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
Back-up team on the ball
Very quick response to a query that I raised. Good follow-up to keep me informed.
8 de agosto de 2025
Resposta da 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
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 de agosto de 2025
Resposta da 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
Always concise responses,
25 de julho de 2025
Resposta da 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
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 de julho de 2025
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 de julho de 2025
Resposta da 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
I was attended to quickly and Kareen…
I was attended to quickly and Kareen was very helpful.
I got the information I needed
18 de julho de 2025
Resposta da 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
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 de julho de 2025
Resposta da 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
A Experiência Trustpilot
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