Charles Stanley Direct

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London, United Kingdom

charles-stanley-direct.co.uk
Investment service· Bank· Investment company· Simple investing wherever you are...

Charles Stanley Direct Reviews | Rating 4.6 out of 5 stars (2 reviews)

Charles Stanley Direct is located in London, United Kingdom on 55 Bishopsgate, Cornhill. Charles Stanley Direct is rated 4.6 out of 5 in the category investment service in United Kingdom. Charles Stanley Direct is Charles Stanley Group’s market innovating direct-to-client investment platform. The business operates in London with a dedicated Helpdesk in Edinburgh and has won numerous awards from the industry for its client service – very much a cornerstone of the Charles Stanley Group philosophy. Clients of Charles Stanley Direct can open General Investment Accounts, SIPPs, ISAs and Junior ISAs via the website: www.cs-d.co.uk and take advantage of some of the lowest platform fees in the platform industry combined with a compelling loyalty scheme. Clients of Charles Stanley Direct also have access to the Financial Planning and Investment Management services of Charles Stanley & Co. Limited – one of the UK’s leading wealth managers – should their needs change at any time. As members of the London Stock Exchange since 1852, Charles Stanley & Co. Limited is one of the longest established UK brokers. The company provides a comprehensive range of tailored personal investment services to private clients, trusts, charities and pension funds. Charles Stanley currently has £20.5 billion of client funds under management and administration (at 31 March 2016). Through its regional network of 25 offices across England and Scotland, the group provides private, corporate and institutional clients with a comprehensive range of discretionary, advisory and execution-only products and services. Charles Stanley & Co. Limited is a wholly owned subsidiary of Charles Stanley Group PLC – a public company whose shares are listed on the London Stock Exchange.

Address

55 Bishopsgate, Cornhill

Phone

+441315501234

Company size

11-50 employees

Headquarters

London, EC2N 3AS

Founded

2013

Open hours

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M

Magnus Wheatley

Excellent service. Transferred all my family accounts over to Charles Stanley Direct and the process was incredibly smooth with a knowledgeable Helpdesk in Edinburgh. I can access everything through the App 24/7 and the website is clear and concise.

K

Keith Bates

Terrible service. Simply terrible. Months and months of chasing by both myself and my wife to transfer ISAs and SIPPs....to them! Brushed off repeatedly by uninterested customer service staff. In the end I had to call my previous provider to sort it out - for which Charles Stanley then claimed credit. The platform works ok but now has a glitch with a scroll bar overlaying the bottom buy/sell/invest monthly option for each portfolio holding, meaning transactions can't be actioned. Plus the platform charge has gone up to 0.35% making them uncompetitive with A.J. Bell. Go elsewhere I'm sad to say.