Investment Management - what you need to know:
- Discretionary and Advisory Services available
- We offer an initial consultation free of charge
- Dedicated investment manager
- Regional branch network
- Fully tailored to you - We take the time to get to know you, your financial goals and your attitude to risk
- Investment insights - Our dedicated analysts produce regular research notes and provide detailed advice and analysis on companies and sectors across the UK stock market
- Keep track of your portfolio online
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
For the record, I have found the customer service provided by CSD to be excellent and would recommend them.
Mr S Holdsworth
UK, February 2017
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.