Excellent online support. Staff always answer my queries with clear, helpful replies. I feel confident in using this investment platform simply by knowing I can access their support. Thank you!
A empresa respondeu
Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais
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Excellent online support. Staff always answer my queries with clear, helpful replies. I feel confident in using this investment platform simply by knowing I can access their support. Thank you!
A empresa respondeu
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
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
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
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.
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Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY, London, Reino Unido
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Very helpful helpline there in a couple of minutes and resolved my query. Thank you. Very efficient

Resposta da Charles Stanley Direct
Was concerned about a function I had done on the site and needed reassurance that everything had been done. Spoke on chat and was given that reassurance.

Resposta da Charles Stanley Direct
The AI appeared to take time to answer and provided the answer that I anticipated but it was clear and simple unlike other chatbots which deliver gibberish if they don't know the answer.

Resposta da Charles Stanley Direct
I asked for a backdated value of my SIPP and it was done in less than 2 minutes. Well done!

Resposta da Charles Stanley Direct
A good and quick response to some questions about setting up an account.

Resposta da Charles Stanley Direct
Fees, charges, fees and more charges only. I disputed these disproportionate, unfair and unreasonable fees with them for them to have termerdity to say they were clear, fair and transparent when this is simply not the case. Additionally they messed up a transfer after I decided these fees were ridiculous to Hargreaves Lansdown. Indeed, HL complained to CSD themselves. It says everything when another pension provider complains to Charles Stanley Direct .I can recommend HL. Avoid CSD. I have left this in the hands of the Ombudsman. I have no faith in any further internal investigation.

Resposta da Charles Stanley Direct

Resposta da Charles Stanley Direct

Resposta da Charles Stanley Direct
MY QUERY WAS ESCALATED & WAS RESOLVED WITHIN A REQASONABLE AMOUNT OF TIME

Resposta da Charles Stanley Direct
the help given by Zac and Steve over the two days was very goodas a 79 year old person with limited knowledge on internet they explained procedures in terms that even Icould understand. they showed a lot off patiencein dealing with my questions and were most helpful thank them for a job well done yours N CARSE

Resposta da Charles Stanley Direct
A wide choice of products and an easy to navigate site with a friendly customer support team

Resposta da Charles Stanley Direct
I moved to them six months ago and they have been great, everything works, fund purchases have all been executed at a rapid speed and all the information is on the account without needing to call
CSD also offer large cashback to transfer to them and I will make a tidy profit from this and the transfer is easy to do online, their fee structure has recently changed so makes it more competitive for larger portfolios as its capped at £50 per month

Resposta da Charles Stanley Direct
Not had a great experience with this company. I've used them for a few years for a stocks and shares ISA but for what I believe is now the fourth time I've had problems paying in by debit card. The online payment fails but my bank account will show a pending transaction for several days meaning I can't just try again. Really frustrated and have now started a transfer to another platform. Contacted Charles Stanley Direct by secure message a week ago and no reply. I can't recommend them.

Resposta da Charles Stanley Direct
Invested in their JISA. What a mistake. I suggest that anyone looking to invest looks VERY carefully at all the fees involved.
My kids' savings were bleeding away so I found another provider with much lower fees and much easier to understand (and a nicer platform and better service i might add).
I initiated a transfer and guess what, more fees. They got new one last time but I'll never use them again.
This company took 5 months to transfer my pension, an obvious fail, but guess what? On review, it was someone else's fault. There is nowadays an epidemic of folk evading responsibility. If you take the money, you own the problems. Man up.
Having requested a number of transfers from my stocks and shares isa with Charles Stanley to a number of different Cash Isa,s, I suffered unreasonable delays in both sales and transfers, but to top it all they actually transferred the wrong amounts to different Cash isa beneficiarys, a big banking financial error in my books. The various contacts with customer services suggested a slight disregard for the customers needs. I had intended to retain my remaining stocks and shares Isa with Charles Stanley but I am now re considering my options.
I use several platforms. One benefit over a large competitor (HL) is lack advertising sent by post. Costs are reasonable for a small portfolio, and unlike in the case of that large competitor, it becomes just 0.25% of the value of the excess after your aggregated account are worth more than £250,000 - a competitor demands each account reaches that value before excess value is reduced to 0.25%. Portfolio valuations occur around 7am on the following day: competitors offer valuations earlier. There is relatively little investment news compared with that on the HL and AJ Bell sites. There are guides to investing and tax, but you need to search the site for a while to locate them.
My biggest complaint is difficulties logging onto the site, or being logged out for no reason when making a transaction. The site is frequently down for maintenance too. There is an app, but it does not function on my tablet - only on my phone.
Wanted to deal in Amedo Air Four Plus AA4 which is listed on the London Stock Exchange. Phoned and they say they do not deal in that share. Woman was unhelpful. Why the hell not? When I opened the account I was not made aware Charles Stanley Direct only deal in some shares. A J Bell allows trades online with no problems. Suggest you use a proper brokers like A J Bell.
Unhelpful, rude, arrogant and talk only about fees rather than focussing on providing service to their customers. Would not facilitate a reasonable way to close account or use any common sense so continued to accrue significant fees. Avoid at all costs.
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 meanwhile.
- nasty transfer out charges (£40 for JISAs for example, £10 per holding in a SIPP)
- high share trading fees plus an additional monthly charge to hold shares.
There are much cheaper options out there which don't nickel and dime customers in this slightly underhand way.
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