Charles Stanley Direct Omdömen 

175
TrustScore 4 av 5

3,9

Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer

För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer

Det här tycker kunderna

Betygsatt 4 av 5 stjärnor

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... Se mer

Företaget har svarat

Betygsatt 3 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Betygsatt 5 av 5 stjärnor

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... Se mer

Företagsinformation

  1. Investeringstjänst
  2. Aktiemäklare

Skrivet av företaget

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

Skrivet av företaget

Invest in your future
Sign up in minutes to our first-class service to implement your investment decisions, through our secure platform and app.

Kontaktuppgifter

3,9

Bra

TrustScore 4 av 5

175 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ber kunder att lämna omdömen

Detta företag bjuder in sina kunder att lämna omdömen – oavsett om de är positiva eller negativa

Innehåll från riktiga människor är i fokus på Trustpilot. Det här företaget kan dock även använda vårt AI-verktyg för att skriva sina svar.

Så använder företaget Trustpilot

Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

3,9

Alla omdömen

(175)

111 omdömen under de senaste 12 månaderna

Skriv ett omdöme
Företag på Trustpilot får inte erbjuda incitament eller betala för att dölja omdömen. Omdömen är enskilda användares åsikter och inte Trustpilots åsikter. Läs mer

Betygsatt 2 av 5 stjärnor

It asked me to check my phone

It asked me to check my phone, told me what to do and then said it was not possible in the app, only online (or vice versa). Waste of time

7 juli 2025
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Frances:

Please let me step in to help. There is not enough detail in your message for me to diagnose the issue. Would you therefore mind calling me on 0131 550 1234? Alternatively please email ClientExperience@cs-d.co.uk with your contact details and I'll call you.

Many thanks,


Louise

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Callum at the help desk is always so…

Callum at the help desk is always so efficient and incredibly polite! A really lovely gentleman. Thanking you!

4 juli 2025
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Thank you very much on behalf of Callum. I suspect you've made his day!

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Efficient and quick replies which…

Efficient and quick replies which answered all queries

2 juli 2025
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Roger:

I'm very pleased to hear that you received the support you needed. We are here for anything else.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 1 av 5 stjärnor

Time and time again

Time and time again, you are unable to trade online. Having complained about this before, I was advised I could always ring up if the online trades wouldn't go on. Their telephone number has been engaged today for around four hours, which is atrocious. No message. Nothing. The platform is glitchy and seems unstable.
Sort out your terrible site, so I don't waste hours trying to put through simple trades.
Updated after an admittedly swift response : Yes, 0131 5501234, times called today, 29, rings twice, then engaged sound. i even tried at 4.28! can you send you a screenshot if you like!

27 juni 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear RG:

What number are you using? On average we take under ten seconds to answer calls, so there must be something else at issue here. Would you try 0131 550 1234 and ask for me? The lines are open until 5pm. I'll also try to get to the bottom of the problems you're having trading online.

Edited reply here too:

That's odd; I don't understand why your calls aren't getting through. Would you email me at ClientExperience@cs-d.co.uk with your name and number? I'll ring you tonight if possible, otherwise Monday.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 3 av 5 stjärnor

Overall this is a good platform

Overall this is a good platform, but not a great one. Check out other platform fees to compare Charles stanley their dealings are not the most competitive. My gripe with the platform is the maintenance schedule which stops you dealing at optune moments for making purchases. This is only my opinion from my experiences.

9 maj 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Vincent: Many thanks for your feedback. With respect to not being able to place trades when you want, scheduled maintenance is only ever carried on after trading hours, with advance notice given by a banner on the home page of the site, so something else may be going on there. In relation to our charges, we do our best to provide real value for money with respect to a solid, dependable and responsive service. I'll contact you separately with respect to both points so we can discuss in greater detail.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 1 av 5 stjärnor

Very misleading on fees.

Very misleading on fees.
Instead of clearly telling customers they were imposing a new fee they instead touted a "fee cap". This fee cap included a new fee of £5 per month billed every 6 months.

26 augusti 2024
Omdöme utan inbjudan
Betygsatt 2 av 5 stjärnor

As usual, the site is under maintenance

As usual, I cannot login because the site is under maintenance again, which is not shown when you try to login. Also they keep increasing costs. 0.25% to 0.35% annual charge. If you use multiple platforms then this is the worst and who knows how much the transaction costs are now.

21 april 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Peter:

Many thanks for the comments.

To the absolute best of my knowledge, there have been no site issues; we also have had no further reports of one. It is possible that your browser is simply 'caching' an old maintenance page. A simple refresh could well resolve that.

We also haven't increased costs. At the start of July 2024 we decreased our headline platform charge from 0.35% to 0.30%.

I will do my best to help if I can. I can be reached on 0131 550 1234 if you have any questions about our charges, or if you are still experiencing issues with the site.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Prompt

Prompt, useful reply to a query re: distribution of dividend

17 april 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Thank you very much for your feedback. I am really pleased we were able to assist rapidly. We are here if you need us again.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 1 av 5 stjärnor

Poor and obstructive

I have been trying for weeks to withdraw my funds but have have faced nothing but administrative issues and technical problems with their site.

9 april 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Paul:

I'm really sorry to hear of these difficulties. Let me step in to help. Could you call me either on + 44 131 550 1234 or email me at ClientExperience@cs-d.co.uk? I will need to know either your full name or your account number and then should be able to track things back from there.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Good transfer of account experience

The website is easy to navigate and it offers great human support via email or webchat. my wife and I have always found the support team to be really helpful and they always act quickly and efficiently.
My wife needed to arrange the transfer of our adult son's investments from her designated account to his own ISA. The support staff essentially did it all for her on the back of her email request.

2 april 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Alistair:

Many thanks for the review, which I was very pleased to read. We are here should you need further assistance.

Best regards,


Louise

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Online Help

Simple, quick, friendly and efficient. Everything you could ask for when dealing with financial matters.

4 mars 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Simon,

We greatly appreciate your positive review. If you ever have any questions, don’t hesitate to reach out to us.

Best wishes,

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Online messaging service is great

I used the online messaging service on Charles Stanley Direct and I am happy with the response time which was actually via a real person. Well done Zak.

11 februari 2025
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Susan,

Thank you for your positive review - we will pass on the good feedback to Zak! Should you have any questions, please don’t hesitate to reach out to us.

Best wishes,

Louise Miller
Head of Client Experience

Betygsatt 1 av 5 stjärnor

Worst company to deal with

Worst company to deal with. Avoid at all costs. Slow, belligerent and bureaucratic.

13 december 2024
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Scott,

I regret that our service did not meet your expectations but appreciate your feedback. We have since done our best to address your concerns but please do not hesitate to let me know if I can be of further assistance.

Best regards,


Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

Quick response to trade query

Quick response, easy to understand a effective solution.

Always easy to be taken through security

9 december 2024
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från Charles Stanley Direct

Dear Angus,

We greatly appreciate your review. Should you have any further questions, don’t hesitate to reach out to us.

Best wishes,

Louise Miller
Head of Client Experience

Betygsatt 5 av 5 stjärnor

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 november 2024
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från 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

Betygsatt 4 av 5 stjärnor

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 november 2024
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från 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

Betygsatt 4 av 5 stjärnor

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 november 2024
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från 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

Betygsatt 5 av 5 stjärnor

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 oktober 2024
Omdöme utan inbjudan
Logotyp för Charles Stanley Direct

Svar från 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

Detta är Trustpilot

Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.

Vi skyddar vår plattform med hjälp av dedikerade medarbetare och smart teknologi. Läs mer om hur vi bekämpar falska omdömen.

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Verifieringen hjälper till att säkerställa att det är riktiga människor som skriver omdömena som du läser på Trustpilot.

Att erbjuda belöningar för omdömen eller att bara be en viss grupp personer att skriva ett omdöme kan påverka företagets TrustScore. Detta strider mot våra riktlinjer.

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