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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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... ãã£ãšèŠã
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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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
Charles Stanley Direct ããã®åç
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
CS Direct is a generally efficient andâŠ
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).
2026幎5æ8æ¥
Charles Stanley Direct ããã®åç
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
Absolutely shocking and abysmalâŠ
Absolutely shocking and abysmal response consistently from customer care they donât 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 donât know what the hell theyâre doing.
2026幎5æ8æ¥
Charles Stanley Direct ããã®åç
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
Four generations of superb financialâŠ
Four generations of superb financial management of the highest order with my family
2025幎8æ6æ¥
Charles Stanley Direct ããã®åç
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
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
2026幎5æ7æ¥
Charles Stanley Direct ããã®åç
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
Suggestions for improvement to researching investments
Easy to use except when researching funds, ITs, etfs etc. Trustnetâs investor search too is easier to use and to make comparisons
2026幎5æ7æ¥
Charles Stanley Direct ããã®åç
Dear Richard:
Many thanks for taking the time to leave your feedback. Weâre 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
They always answer queries quickly &âŠ
They always answer queries quickly & efficiently.
2026幎5æ6æ¥
Charles Stanley Direct ããã®åç
Dear John:
Many thanks for the feedback. We are here to help and appreciate it!
Best regards,
Louise
Louise Miller
Head of Client Experience
Quick response and very friendly andâŠ
Quick response and very friendly and helpful.
2026幎4æ29æ¥
Charles Stanley Direct ããã®åç
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
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
2026幎4æ24æ¥
Charles Stanley Direct ããã®åç
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
On line agent helpâŠ
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
2026幎4æ21æ¥
Charles Stanley Direct ããã®åç
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
I think I solve my problem
I think I solve my problem. The agent explain quite well what to do.
2026幎4æ20æ¥
Charles Stanley Direct ããã®åç
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
Charles Stanley Direct ããã®åç
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
Helpful staff
Helpful staff , great for self investing in my SIPP
2026幎4æ9æ¥
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Charles Stanley Direct ããã®åç
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
Terrible website
Terrible website
Terrible messaging system.
Canât 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 havenât received it.
2026幎4æ1æ¥
Charles Stanley Direct ããã®åç
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
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.
2026幎3æ31æ¥
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Charles Stanley Direct ããã®åç
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
Website performance needs improvement:
Website performance needs improvement:
Hmmm⊠can't reach this page
It looks like the webpage at file:///C:/Users/coura/CrossDevice/William's%20Tab%20A9+/storage/Download/Trade%20Now%20-%20Charles%20Stanley%20Direct.mht might be having issues, or it may have moved permanently to a new web address.
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2026幎2æ25æ¥
Charles Stanley Direct ããã®åç
Dear William:
It looks like you've got the wrong link! Try www.cs-d.co.uk. The website is fine but if you have any further difficulties please call the Helpdesk on 0131 550 1234.
Best regards,
Louise
Louise Miller
Head of Client Experience
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