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
While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more
To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more
Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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
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
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
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
Ropemaker Place, 25 Ropemaker Street, EC2Y 9LY, London, United Kingdom
- 0131 550 1234
- info@charles-stanley-direct.co.uk
- www.charles-stanley-direct.co.uk
3.9
Great
178 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
At Trustpilot, it's all about human content. This business can also access our AI-assisted response tool which helps them draft replies.
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Reply from Charles Stanley Direct
Dear Glyn:
Thank you for taking the time to leave us feedback. That's exactly what we aim for and I'm pleased we were able to help.
Best regards,
Louise
Louise Miller
Head of Client Experience
Reply from Charles Stanley Direct
Dear Rob:
Thank you very much for such a lovely review which is greatly appreciated. We are here if we can be of further assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Fast efficient service
29 September 2025
Reply from Charles Stanley Direct
Dear Clive:
That is exactly what we aim for! Thank you very much for taking the time to leave your feedback.
Best regards,
Louise
Louise Miller
Head of Client Experience
Direct debit query
I received a quick response from the online chat service and I was able to solve the problem with my monthly direct debit.
22 September 2025
Reply from Charles Stanley Direct
Dear Andrew:
Thank you very much for the review. I'm pleased to read we were able to assist. We are here if you need us again.
Best regards,
Louise
Louise Miller
Head of Client Experience
Reply from Charles Stanley Direct
Dear JH:
Thank you for taking the time to leave us a review. I'm very pleased we were able to help.
Best regards,
Louise
Louise Miller
Head of Client Experience
Reply from Charles Stanley Direct
Dear David:
I'm very pleased to hear that. Thank you very much for the review and please don't hesitate to let us know if we can be of further assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Efficient Messaging
The response time to my message was first class, and the answer was clear and solved my problem.
23 September 2025
Reply from Charles Stanley Direct
Dear Ms Johnston:
Thank you very much for the feedback which I will pass to the team here. I'm very glad to read we were able to be of assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Very helpful and very responsive
22 September 2025
Reply from Charles Stanley Direct
Dear Nicholas:
Many thanks for taking the time to provide this feedback, which we were very pleased to receive. We are here if we can be of further help.
Best regards,
Louise
Louise Miller
Head of Client Experience
Very good platform
Very good platform
I have been with them for 5 months now and it has everything you could need and very good customer support
19 September 2025
Reply from Charles Stanley Direct
Dear George:
Thank you for the lovely feedback. We are here if you need us and please don't hesitate to get in touch as and when we can assist further.
Best regards,
Louise
Louise Miller
Head of Client Experience
Reply from Charles Stanley Direct
Dear Mr Gill:
Many thanks for the review. This sort of feedback really does matter to the team and is much appreciated. I'm glad we were able to be of assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Reply from Charles Stanley Direct
Dear Michael:
Thank you very much for your positive feedback. We genuinely appreciate it and do let us know if we can be of further assistance.
Best regards,
Louise
Louise Miller
Head of Client Experience
Reply from Charles Stanley Direct
Dear Patrick:
Many thanks for your comments. I'm pleased we were able to help & of course we are here for any further queries you may have.
Best regards,
Louise
Louise Miller
Head of Client Experience
The chat Lady was helpful but your web…
The chat Lady was helpful but your web site is very difficult to navigate. It is not user friendly.
28 August 2025
Reply from Charles Stanley Direct
Dear Ian:
Many thanks for your feedback. Please rest assured that we are continually working to make the website as intuitive as possible. We have several significant updates in development, for which we are taking such comments carefully into account.
Best regards,
Louise
Louise Miller
Head of Client Experience
Question answered swiftly
28 August 2025
Reply from Charles Stanley Direct
Dear Grahame:
Many thanks for your feedback, which I've passed to Robyn. She'll be very pleased to hear she was able to help.
Best regards,
Louise
Louise Miller
Head of Client Experience
no one could help
no one could help, no one could give a receipt for the purchase and sale of shares for my taxes.
27 August 2025
Reply from Charles Stanley Direct
Dear Stephen:
I followed up on your query this morning. We normally issue CGT reports on request at no charge, but this can only be done for UK residents and the team were genuinely uncertain about what you needed. However I can see they did their best to pull something together for you. If this doesn't help please let us know and we'll try again.
Best regards,
Louise
Louise Miller
Head of Client Services
The answers were good
8 August 2025
Reply from Charles Stanley Direct
Dear Michael:
Many thanks for the positive feedback. I'm glad to hear that the team were able to assist.
Best regards,
Louise
Louise Miller
Head of Client Experience
Back-up team on the ball
Very quick response to a query that I raised. Good follow-up to keep me informed.
8 August 2025
Reply from Charles Stanley Direct
Dear David:
I'm very pleased to read that we were able to assist to your satisfaction. We are here should you have any further questions.
Best regards,
Louise
Louise Miller
Head of Client Experience
Wasting time with helpdesk
Wasting time with helpdesk - told that estimating parity for £Stg:$US was computer procedure and NOT a company error. When questioned this was confirmed and told this was NOT acceptable company procedure - suggest that the company should listen to the phone call with Zac!! ?5th or ?6th August
6 August 2025
Reply from Charles Stanley Direct
Dear Mr McIlroy:
Thank you for your feedback. I am a firm believer that courtesy should be extended on both sides during a conversation and, having reviewed the situation, I am satisfied that your query was answered both promptly and professionally. We are further looking to update the currency symbol at issue and appreciate you bringing this to our attention.
Best regards,
Louise
Louise Miller
Head of Client Experience
Always concise responses,
25 July 2025
Reply from Charles Stanley Direct
Dear Peter:
Many thanks for your feedback. I'm pleased we've been able to help.
Best regards,
Louise
Louise Miller
Head of Client Experience
Top of the stocks
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 reasonable. Quick responses to questions and queries on the service available
25 July 2025
The Trustpilot Experience
Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.
We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.
Learn about Trustpilot’s review process.
Here are 8 tips for writing great reviews.
Verification can help ensure real people are writing the reviews you read on Trustpilot.
Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.