Financial Planning - what you need to know:
- Free initial consultation
- Dedicated Financial Planner
- Regional branch network
- Investment's through our Bespoke Investment Management Service
- Retirement planning, including annuities and pension drawdown
- Onshore & Offshore insurance company investment bonds
- Individual Savings Accounts (ISAs) and other tax efficient investments
- Protection planning
- Trustee and tax planning including Inheritance
- Tax and Capital Gains Tax planning
The Charles Stanley Financial Planning Service is designed for clients who wish to have their financial affairs reviewed on a regular basis.
Holistic Wealth Management and Advisory Services are provided by the wider Charles Stanley group.
Charles Stanley Direct is a non-advised, self-directed service.
Peace of Mind - Invest through an award winning FCA authorised and regulated company
What do our clients think?
Thank you, I must say, I find your firm's service and that of the Helpdesk in particular FANTASTIC. I speak with some knowledge of service industries as I spent my life in a service company, Reuters Limited.
Oxfordshire, May 2016
Your colleague provided some outstanding service - prompt, helpful and comprehensive advice. My experience to date of Charles Stanley has really been first class, I am very impressed - please keep up the good work when shortly I submit my form to you to transfer my Stocks and Shares ISA from Hargreaves Lansdown!
Lancashire, August 2016
The service was exemplary when I transferred my SIPP. I was kept fully informed throughout the process. The CSD team was also extremely friendly and helpful with my complicated financial requirements.
Kent, June 2016
I find the CS Direct website very efficient, well designed and easy to use. On the rare occasions when I have had any difficulty or a query, the staff have responded promptly and resolved the matter competently.
Southampton, July 2016
I’m a software engineer so I understand how difficult it is to design a system for a complex industry aimed at non-expert users. Your team have achieved a brilliant balance between usability and functionality and the website is a joy to use. Well done!
Glasgow, August 2016
I was looking for somewhere where I could bring my pensions into one place and make an ISA investment. I wanted a simple and great website, where service was key and price was obviously important too. Charles Stanley Direct were able to offer all of this.
London, July 2016
of our clients would recommend us to a friend.
of our clients think our service is good to exceptional
Data from 674 users surveyed between 01/04/2016 and 01/10/2016.