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... もっと見る
企業が回答しました
レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら
プラットホームの健全性を維持するため、当社のプラットフォーム上のすべてのレビューは、確認済みか否かにかかわらず、年中無休で稼働する自動ソフトウェアによって審査されています。このテクノロジーは、本当の経験に基づいていないレビューなど、ガイドラインに違反するコンテンツを特定し、削除するよう設計されています。ただし、すべてを検知できるわけではありませんので、お気づきの点がございましたら、どうぞお知らせください。詳細はこちら
レビュアーのコメントを見てみましょう
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... もっと見る
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... もっと見る
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... もっと見る
企業情報
当該企業による記述
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
当該企業による記述
- Invest in your future
- Sign up in minutes to our first-class service to implement your investment decisions, through our secure platform and app.
連絡先
Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY, London, 英国
- 0131 550 1234
- info@charles-stanley-direct.co.uk
- www.charles-stanley-direct.co.uk
3.9
ほぼ満足
175件のレビュー
顧客にレビューを依頼しています
この企業は、ポジティブかネガティブかを問わず、顧客にレビューを依頼しています。
Trustpilot では、本物の人間によるコンテンツに重きを置いています。ただし、この企業は返信原稿の作成に役立つ AI 支援ツールにもアクセスすることができます。
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
Charles Stanley Direct からの回答
Dear Mrs Balzan:
Thank you very much for taking a moment to leave feedback. That is exactly what we aim for and please let us know if we can be of further assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
I had a couple of queries about fees
I had a couple of queries about fees, which I needed clarifying before I invested.
I used their chat function and within a few minutes talked to a guy named Callum.
He was great, explained things to me perfectly and now I'm making the investment i was thinking about earlier
2026年2月6日
Charles Stanley Direct からの回答
Dear Mr Thomas:
I'm very pleased to hear that Callum was able to help and I've passed your comments onto him. Thanks for taking the time to leave feedback and do let us know if we can be of further assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
I enquired about Switching Funds
I enquired about switching Funds rather than haveing to sell and then buy with the inevitable time lag. I was advised that this was not available (as it is with Barclays Smart Investor, Fidelity and Hargreaves Lansdown).
2026年2月6日
Charles Stanley Direct からの回答
Dear Mr Hennem:
Many thanks for the feedback. We genuinely appreciate you taking the time to leave your thoughts. If you would like to discuss the timings involved with fund trading, please contact me on ClientExperience@cs-d.co.uk and I'll do my best to help.
Best regards,
Louise
Louise Miller
Head of Client Experience
Customer service excellent
2026年2月5日
Charles Stanley Direct からの回答
Dear Mrs Brook:
Many thanks for taking the time to leave us a review. It is very much appreciated. I'm delighted we were able to assist.
Best regards,
Louise
Louise Miller
Head of Client Experience
Staff exceptionally helpful with…
Staff exceptionally helpful with a transaction request, as I would have been unable to process the request by phone due to hearing loss.
2026年2月3日
Charles Stanley Direct からの回答
Dear Frances:
Thank you for posting such a lovely review. I've passed your feedback on in turn and we are very pleased to have been of assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Charles Stanley Direct からの回答
Dear Graeme:
Many thanks for taking the time to leave feedback. We genuinely appreciate it.
Best regards,
Louise
Louise Miller
Head of Client Experience
Charles Stanley Direct からの回答
Dear James:
Very many thanks for taking the time to leave feedback. I'm pleased that we were able to help & we are here if you need us further.
Bset regards,
Louise
Louise Miller
Head of Client Experience
support team
2026年1月14日
Charles Stanley Direct からの回答
Dear Mrs Grainger:
I'm very pleased we were able to help and thank you for taking a moment to leave a review. We are here in the event of further queries.
Best regards,
Louise
Louise Miller
Head of Client Experience
Quick full and helpful response
Quick full and helpful response. The agent was totally knowledgeable and provided me all the information I needed
2026年1月6日
Charles Stanley Direct からの回答
Thank you very much for taking the time to leave this feedback. I'm very pleased to hear that we were able to help.
Best regards,
Louise
Louise Miller
Head of Client Experience
Prompt and informative holding response given
Very prompt holding response given to chat request, with as full and helpful answer as could be expected at the time. Awaiting follow-up response with further information as it becomes available...
2025年12月30日
Charles Stanley Direct からの回答
Dear Oliver:
Thank you very much for taking the time to leave this feedback. I'm glad to hear that the team were able to help and if your query needs to be followed up, we are here.
Best regards,
Louise
Louise Miller
Head of Client Experience
Technical problem.
I was trying to use the preferred list of investments earlier last week but there appeared to be a technical hitch. I spoke to Ewan who investigated the problem and said that was a technical problem with the "Filter". He proposed a temporary workaround and said that he would let me know as soon as the problem was solved. I received confirmation from Ewan this morning that all was now well. I accessed the preferred list and all the functions were working normally. Excellent service all round from Ewan and his colleagues.
2025年12月30日
Charles Stanley Direct からの回答
Dear Denis:
Many thanks for the feedback, for reporting the issue and for your patience while we worked on resolving it. I'm sorry for any inconvenience it may have caused.
Best regards,
Louise
Louise Miller
Head of Client Experience
Stephen has helped me with getting in touch…
Stephen helped me with getting in touch with the right team. He was very helpful.
2025年12月29日
Charles Stanley Direct からの回答
Dear AL:
I'm very glad to hear that Stephen was able to help. Thank you for taking the time to leave your comments. We appreciate it!
Best regards,
Louise
Louise Miller
Head of Client Experience
Charles Stanley Direct からの回答
Dear Callum:
That's great to hear - thank you for taking the time to leave feedback. We are here if you need us.
Best regards,
Louise
Louise Miller
Head of Client Experience
The website and tech support are woeful.
2025年12月1日
Charles Stanley Direct からの回答
Dear Mr McKee:
Thank you for taking the time to leave your feedback. I fully appreciate your frustration with not being able to trade a certain holding online.
In this instance, by way of explanation, the origin of the issue is with one of our data providers, relating to the Key Investor Document. In practice this means that we are having to liaise with a third party to resolve, which is taking a little bit of time.
In the meantime, we provide a telephone dealing service at online rates for such situations though we understand your preference to trade online.
Please accept our sincere apologies for the inconvenience while we work to resolve this.
Louise
Louise Miller
Head of Client Experience
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!
2025年10月1日
自発的なレビュー
Charles Stanley Direct からの回答
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
2025年12月5日
Charles Stanley Direct からの回答
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
Charles Stanley Direct からの回答
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
2025年11月28日
Charles Stanley Direct からの回答
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.
2025年11月25日
Charles Stanley Direct からの回答
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
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