Once I found my way around I was able to sell investments. Was doing over the weekend so nobody available on chat - they got back to me first thing when they opened but I had already solved my dilemma... ãã£ãšèŠã
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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... ãã£ãšèŠã
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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... ãã£ãšèŠã
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... ãã£ãšèŠã
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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
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- Invest in your future
- Sign up in minutes to our first-class service to implement your investment decisions, through our secure platform and app.
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Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY, London, è±åœ
- 0131 550 1234
- info@charles-stanley-direct.co.uk
- www.charles-stanley-direct.co.uk
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Charles Stanley Direct ããã®åç
Dear Sebastian:
Thanks for taking the time to leave feedback but I'm sorry to read of your unhappiness. You're very welcome to contact me directly at ClientExperience@cs-d.co.uk. The changes to our charges were introduced in mid-2024, so this does go back a little while, but I'll be happy to review our records relating to the communications we sent at the time and answer any queries you may have.
Best regards,
Louise
Louise Miller
Head of Client Experience
Once I found my way around I was ableâŠ
Once I found my way around I was able to sell investments. Was doing over the weekend so nobody available on chat - they got back to me first thing when they opened but I had already solved my dilemma
2026幎6æ20æ¥
Charles Stanley Direct ããã®åç
Many thanks for taking the time to leave feedback. We aim to get back to any queries left out of hours on our 'chat' service as quickly as possible and I'm pleased to hear that this happened in your case. We are here if you need us again!
Best regards,
Louise
Louise Miller
Head of Client Experience
Fast response to query while I wasâŠ
Fast response to query while I was online. Have always had efficient service from Charles Stanley Direct.
2026幎6æ24æ¥
Charles Stanley Direct ããã®åç
Dear Ian:
I'm very pleased to see that we were able to help readily, which is exactly what we aim for. Thank you very much for taking the time to leave a review.
Best regards,
Louise
Louise Miller
Head of Client Experience
JISA / ISA queries
i had a number of queries about grand parents contributing to JISAs and others. The online chat experience was great - very quick response and i know exactly what to do
2026幎6æ22æ¥
Charles Stanley Direct ããã®åç
Thank you very much for the feedback. I'm glad the team were able to help. We're here if you need us!
Best regards,
Louise
Louise Miller
Head of Client Experience
Helpdesk response good
Helpdesk response via online chat was pretty quick and sensible, from a human as well.
2026幎6æ10æ¥
Charles Stanley Direct ããã®åç
Dear Ray:
Thank you very much for your feedback. I'm pleased to hear that you got a prompt, sensible answer - just as you should expect - and, yes, it would have been from a human too!
Best regards,
Louise
Louise Miller
Head of Client Experience
Charles Stanley Direct ããã®åç
Dear Kerry:
Many thanks for taking the time to leave a review. We appreciate it and are here if we can be of further service.
Best regards,
Louise
Louise Miller
Head of Client Experience
Very poor telephone service especiallyâŠ
Very poor telephone service especially when placing telephone trades in the US which I'm sure compared with other brokers is quite expensive. It would have been better if the online help (Callum?) had given me the appropriate number rather than the general telephone number to call.
2026幎6æ2æ¥
Charles Stanley Direct ããã®åç
Dear Jackie:
Many thanks for your feedback which has been noted. Our dealers are able to trade in a wide range of international shares as well as place 'specialist' UK trades. They can be reached directly, but often such calls are first placed to the Helpdesk and then transferred to the dealers. I understand that you didn't get through to the team when you first called, for which I would like to apologise, but thanks for calling back.
Best regards,
Louise
Louise Miller
Head of Client Experience
i was talking to an agent in less thanâŠ
i was talking to an agent in less than a minute, and he was really helpful in trying to understand my question , and went off to check.
2026幎6æ2æ¥
Charles Stanley Direct ããã®åç
Dear Andrew:
Many thanks for the feedback, which we truly appreciate. I hope we were able to help sufficiently with your query. We are here if needed!
Best regards,
Louise
Louise Miller
Head of Client Experience
I didn't get an answer at all
2026幎5æ15æ¥
Charles Stanley Direct ããã®åç
Dear Alex:
I'm really sorry if you didn't get the service you expected and please feel free to reach out to me directly at ClientExperience@cs-d.co.uk if needed. Checking as best I can I believe that the team here were able to answer your query but if there is anything still outstanding or needing to be followed up please let me know.
Best regards,
Louise
Louise Miller
Head of Client Experience
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.
2026幎5æ27æ¥
Charles Stanley Direct ããã®åç
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
Live chat provided helpful responseâŠ
Live chat provided helpful response albeit the next day.
2026幎5æ20æ¥
Charles Stanley Direct ããã®åç
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
Excallent alround help from the CS Rep
2026幎5æ18æ¥
Charles Stanley Direct ããã®åç
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
Charles Stanley Direct ããã®åç
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
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.
2026幎5æ8æ¥
Charles Stanley Direct ããã®åç
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
Emily was the first person on the teamâŠ
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.
2026幎5æ14æ¥
Charles Stanley Direct ããã®åç
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
Great customer service
Great customer service, and a platform that works well with transparant charges.
2026幎5æ13æ¥
Charles Stanley Direct ããã®åç
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
i have been a client of CS for manyâŠ
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.
2026幎5æ13æ¥
Charles Stanley Direct ããã®åç
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
Charles Stanley Direct ããã®åç
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
Wish we hadnât moved
Wish we hadnât moved. Worst company ever. They never respond & try to fob u off. They donât sort issues out.
2026幎5æ12æ¥
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Charles Stanley Direct ããã®åç
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
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.
2026幎5æ8æ¥
Charles Stanley Direct ããã®åç
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
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