Charles Stanley Direct Avaliações 

179
•
O TrustScore é 4 de um total de 5

4,0

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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

Avaliado com 3 de um total de 5 estrelas

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

Avaliado com 5 de um total de 5 estrelas

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

Avaliado com 5 de um total de 5 estrelas

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

Detalhes da empresa

  1. Serviços de Investimentos
  2. também em
  3. Corretor de ações

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 contato

4,0

Muito Bom

O TrustScore é 4 de um total de 5

179 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Pede aos clientes que avaliem

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4,0

Todas as avaliações

(179)

93 avaliações nos últimos 12 meses

Escreva uma avaliação
As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

Very helpful helpline there in a couple…

Very helpful helpline there in a couple of minutes and resolved my query. Thank you. Very efficient

29 de novembro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Peter

Thank you for taking the time to leave us a review. I'm pleased your query was resolved and I will pass on your positive feedback to the team.

Best regards,

Louise Miller
Head of Client Experience

Avaliado com 4 de um total de 5 estrelas

Was concerned about a function I had…

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.

14 de novembro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Monty:

Thank you very much for the review and I'm very pleased to hear we were able to help via our 'Chat' function.

Best regards,


Louise

Louise Miller
Head of Client Experience

Avaliado com 4 de um total de 5 estrelas

The AI appeared to take time to answer…

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.

10 de novembro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Mr McDonald:

Thank you for taking the time to leave a review. The response you received through our 'Chat' service was from a member of our team. We think it's better to get the right response, first time, even if you do have to wait that little bit longer, depending on volumes at the time. We are here if you need us.

Best regards,


Louise

Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

I asked for a backdated value of my…

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

29 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Georges

Thank you for taking the time to leave us a review. We will pass on your positive feedback to the team.

Please contact us via our Secure Message system if you have any questions.

Best regards,

Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

A good and quick response to some…

A good and quick response to some questions about setting up an account.

28 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Iain

Thank you for your positive review of Charles Stanley Direct.

If you have any queries, please do not hesitate to contact us via our Secure Message system.

Best wishes,
Louise Miller
Head of Client Experience

Avaliado com 1 de um total de 5 estrelas

Appalling

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.

25 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Mr Low:

Thank you for taking the time to share your feedback. I can see that you’ve been in touch with us previously about some of the concerns you’ve raised and I regret that we were unable to resolve your dissatisfaction with our service at the time. You are welcome to contact me directly, should I be able to assist in any way.

Best regards,


Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

Efficient

Quick, helpful and explained without jargon.

24 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Thank you for your review, Alex.

If you ever have any queries, please do not hesitate to contact us via our Secure Message system.

Best regards,
Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

Prompt and clear reply to my enquiry

22 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Robert

Thank you for your review. We are pleased that you have had a good experience using our platform.

If you have any questions, please feel free to contact us via our Secure Message system.

Best regards,
Louise Miller
Head of Client Experience

Avaliado com 4 de um total de 5 estrelas

MY QUERY WAS ESCALATED & WAS RESOLVED…

MY QUERY WAS ESCALATED & WAS RESOLVED WITHIN A REQASONABLE AMOUNT OF TIME

17 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Colin,

Thank you for taking the time to leave a review. It's great to hear that your query was resolved quickly!

If you have any further questions, please feel free to contact us via our Secure Message system.

Best wishes,
Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

thTRANSFER OFF FUNDSe help given by Zac and Steve over…

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

15 de outubro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Norman,

Thank you for taking the time to leave us a review. It's great to hear that you've had a positive experience in using our platform, and that the team were able to assist you. I'll be sure to pass on your kind words to both Zac and Steve.

If you have any questions, please feel free to contact us via our Secure Message system at any time.

Best wishes,
Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

A wide choice of products and an easy…

A wide choice of products and an easy to navigate site with a friendly customer support team

5 de setembro de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Daniel,

Thank you for taking the time to leave a review. It's great to hear that you've had a positive experience in using our platform. I'll be sure to pass on your kind words to our Client Services team!

If you have any queries, please feel free to contact us via our Secure Message system.

Best wishes,
Louise Miller
Head of Client Experience

Avaliado com 5 de um total de 5 estrelas

Straight and 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

17 de agosto de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Hi Kat,

Thank you for taking the time to leave us a review. It's great to hear that you've had a positive experience in using our platform and also that you’re making use of our cashback scheme. I'll pass on your kind words to our team.

If you have any queries, please feel free to contact us via our Secure Message system.

Best wishes,
Louise Miller
Head of Client Experience

Avaliado com 2 de um total de 5 estrelas

Not had a great experience with this ISA provider

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.

10 de agosto de 2024
Avaliação não solicitada
logotipo da Charles Stanley Direct

Resposta da Charles Stanley Direct

Dear Matt,

I sincerely apologise for the issues that you have experienced and the fact that our service has not lived up to your expectations on this occasion. We have taken immediate steps to address this situation and I will message you privately with a full response to your concerns.

Best regards,
Louise Miller
Head of Client Experience

Avaliado com 1 de um total de 5 estrelas

Fees fees and more fees, lack of transparency

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.

28 de fevereiro de 2023
Avaliação não solicitada
Avaliado com 1 de um total de 5 estrelas

Won't take responsibility

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.

1 de dezembro de 2023
Avaliação não solicitada
Avaliado com 2 de um total de 5 estrelas

Poor Services

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.

1 de dezembro de 2023
Avaliação não solicitada
Avaliado com 3 de um total de 5 estrelas

Acceptable but let down by web site issues

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.

14 de julho de 2023
Avaliação não solicitada
Avaliado com 1 de um total de 5 estrelas

Only deal in limited number of securities

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.

2 de março de 2023
Avaliação não solicitada
Avaliado com 1 de um total de 5 estrelas

Unhelpful

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.

28 de novembro de 2022
Avaliação não solicitada
Avaliado com 3 de um total de 5 estrelas

Expensive things to watch

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.

23 de agosto de 2022
Avaliação não solicitada

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