Charles Stanley Direct Reviews 

179
TrustScore 4 out of 5

4.0

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Review summary

Created with AI, based on recent reviews

Looking at 111 reviews, reviewers had a great experience with this company, frequently mentioning the overall efficiency of the platform for investors. Customers frequently praise the support team for providing remarkably quick, clear, and helpful responses through the convenient online chat and helpdesk. Many people note that staff members are exceptionally polite, professional, and knowledgeable when handling various daily financial and investment queries. Though some customers experienced lengthy delays and unexpected complications during their pension transfer process. Some reviewers were not happy with communication aspects, noting that they had to chase multiple times to receive necessary updates or documents.

What people talk about most

Customer service

Users describe positive interactions with customer service, frequently highlighting the quick response times... See more

Response time

Clients share positive opinions on response time, often highlighting prompt and efficient support through the... See more

Staff

Reviewers highlight positive aspects of staff, praising knowledgeable agents who answer queries with clear,... See more

Service

Reviewers mention ambiguous feedback about service, with many customers praising the fast, helpful, and... See more

Website

People report ambiguous experiences with website, as some consumers find the platform simple to navigate,... See more

Reviews shaping this summary

Rated 4 out of 5 stars

Let us face it, the Charles Stanley Direct site is complex from a customer point of view. So I needed help to navigate and used the chat facility. I was pleasantly surprised how quick the responce was... See more

Company replied

Rated 4 out of 5 stars

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... See more

Company replied

Rated 4 out of 5 stars

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... See more

Company replied

Rated 4 out of 5 stars

Great platform, which is easy to use and reliable. Good value on fees. Excellent reporting. Slow take-on of a pension I recommended to a friend recently.

Company replied


Company details

  1. Investment Service
  2. Stock Broker

Written by the company

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

Written by the company

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

Contact info

4.0

Great

TrustScore 4 out of 5

179 reviews

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4.0

All reviews

(179)

106 reviews in the last 12 months

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Rated 3 out of 5 stars

Shares data with Facebook without the users permission

The website and app are acceptable. Service is fine.

My reason for 3 stars is I've discovered their iOS app, and presumably the Android app, share data with Facebook without the users permission or even knowledge.

I unable to tell what data is being shared, it could be account details or it may be marketing info.

But either way no data should be shared with Facebook, there's no good reason for their app to do so.

I've contacted them to report this possible breach of GDPR privacy regulations.

October 14, 2021
Unprompted review
Rated 5 out of 5 stars

Always a great service with Shelley at…

Always a great service with Shelley at Charles Stanley. Always goes out of the way to answer all my questions and acts promptly on instruction. Very re-assuring, professional and trustworthy company to work with.

May 24, 2021
Unprompted review
Rated 5 out of 5 stars

ok in my experience

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 average and acceptable for small value portfolios.

January 30, 2021
Unprompted review
Rated 5 out of 5 stars

Outstanding

I have had my share account with Charles Stanley Direct for many years now. Of all the share accounts they are by far the best in terms of their responsive (and human!) customer service, price point, website and automatically generated reports. In particular Charissa Garratley went above and beyond to resolve a very tricky issue for me. Outstanding.

December 3, 2020
Unprompted review
Rated 1 out of 5 stars

Beware..They have a chip on their shoulder!!

Requested a sale of a fund on an investment account, and despite confirmation they failed to act up on the request. When this was brought to their attention, the complaints department used a very odd and aggressive tactic in requesting us to take our business elsewhere. I've since reported them about this to the FCA.

September 2, 2020
Unprompted review
Rated 1 out of 5 stars

A nightmare site

A nightmare site, quite often down, very difficult to login from mobile- multiple attempts normally needed. Why can't a company sort out problems highlighted frequently over the past few years?

May 15, 2020
Unprompted review
Rated 5 out of 5 stars

I'm relatively new to this but have…

I'm relatively new to this but have found the app and especially the customer service to be very good. Response to any raised query has been quick as has the online chat assisting too. College uses use this company too and are generally positive, I've only traded a few individual stocks and mainly have various ETF's.

February 23, 2020
Unprompted review
Rated 1 out of 5 stars

Nightmare trying to transfer holdings to new platform

if you trade more then a couple of times a months be aware that CSD are very expensive at £11.95 per trade, so to buy and then later sell a stock will cost £23.90!

Compare this to other sites which are £3.99 a trade. if you are trading 10-20 times a week the cost difference is huge! Because of this I put in my transfer request papers and found that the transfer takes 4 to 6 weeks. I entered my request about a month ago only to receive an email from CSD today stating that they have rejected my transfer request because I have sold / bought some stocks during that time.

At no point did I receive notification from CSD that I would not be able to trade for x period of time and I honestly cannot believe that they expect anyone to not buy or sell stocks for the 4 to 6 week transfer period. They have now said that I need to start over again, so another month plus and apparently I am unable to trade during this time. Useless service.

August 23, 2019
Unprompted review
Rated 1 out of 5 stars

Having been a customer of CS for about…

Having been a customer of CS for about 3 years I am very disappointed that the platform has got worse and worse. The research section for news isn't as good as before but far worse is the speed of the site. Sometimes it works perfectly but then for no apparent reason pages take minutes to load and trying to sell a falling stock can be a nightmare when I am trying to access the sell page and I just get a message "Waiting for Charles Stanley Direct" all the time the SP is falling. At the same time I try to sell via the Charles Stanley App which is on a different network and that to seems to have the very same issue. All of the other sites I have open at the same time work perfectly and I have cleared my cache/ cookies and use Chrome as recommended by CSD and I have also run an internet speed test to check my connection and that came back fine (72mb/s). Please beware of this problem because it has cost me several thousand £ over the past couple of years. I am now changing to Interactive Investor which is also massively cheaper.

August 6, 2019
Unprompted review
Rated 5 out of 5 stars

Recommended!

Great Service. Signed up for this year's Stocks and Shares ISA whilst on holiday! Easy and efficient process. Traded minutes later. Call Centre excellent and really helpful. Compares well on costs for ordinary user like me! All good so far😁 Thanks to all at CSD from Rob.

July 29, 2019
Unprompted review
Rated 2 out of 5 stars

Good service but...

A good platform and decent deal for active traders who trade at least once a month where they remove some of the ongoing account charges.
also, some fees are removed if you have more than £30k across all your accounts (eg. SIPP and ISA).
The revamped mobile app is now a credible app (replacing the old one that wasn't).
Good quality back office service.

Now the but... the trading platform is let down by inability to place either Good Til Cancelled Orders or Dated orders that every other online broker provides. A major disadvantage over other broker offerings.

July 26, 2019
Unprompted review

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