Charles Stanley Direct

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Charles Stanley Direct

50% Would buy here again

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Spotlight: What are our customers saying?

M
M Keddie
Was changed to this company automatically when Fidelity services ceased. The platform is very poor compared to other providers, as it has no facility to display historic content of your portfolio. ...Read on
G
Gerald Keats
Been associated with the Charles Stanley for 8 years now. I live in London and owns a huge firm producing medicinal products. It has been grown to the higher level since I have started way back 11 ...Read on

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    Dreadful platform.

    Was changed to this company automatically when Fidelity services ceased. The platform is very poor compared to other providers, as it has no facility to display historic content of your portfolio. For example, I was told by one of their assistants that it is not possible to view when additional shares, under a rights issues
    , had been added to my portfolio unless you write to them. Great! She then explained that this was what clients had asked for. As it stands, there is no way of easily seeing if any error or fraudulent action has occurred in your portfolio. This cannot be to the benefit of clients using this facility and I intend moving to a more “transparent “ and aware provider.

    M
    M Keddie
    9970

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    They got my load off, every penny comes to me

    Been associated with the Charles Stanley for 8 years now. I live in London and owns a huge firm producing medicinal products. It has been grown to the higher level since I have started way back 11 years ago. I came to contact with Charley Stanely in 2010. They utilized money in the best utilized so like every penny came to me. They are experts sitting there managing my investment options, getting best options for me, calculating my capitals and outputs. I got the best tailor made options for investment for me. they take care of stocks and share trading as well. One of their associates is always visiting my office for help.

    G
    Gerald Keats
    8370

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Charles Stanley Direct

Saving money is always a wise thing to do. You never know when you need quite a bit of money because one of your appliances breaks down and/or needs to be replaces or when your car suddenly decides to stop working. And of course it’s also wise to save to give your children a good financial start in life that they can use to go to college or get a mortgage more easy. But what is the best place to stash all this money? The time of putting it in an old sock has long passed. Nowadays there are many financial institutions that can keep your money for you. One of the companies that offers these kind of services is Charles Stanley Direct. But are they trustworthy enough to entrust with your hard-earned savings? That is what (former) clients of this investment management company can tell you all about. Read their reviews and see for yourself if Charles Stanley Direct is reliable, trustworthy and customer friendly.

About Charles Stanley Direct
Charles Stanley is an investment management company that is located in the UK. It's part of the Charles Stanley Group. The company was founded back in 1792, so it has been around for quite some time. As such, they are also one of the oldest companies that are represented at the London Stock Exchange. They offer different accounts. They offer Stock & Shares accounts, SIPP accounts, Investment accounts and Junior ISA accounts. They also offer financial planning and invest management. In forms of market data they offer BATS Indices, Sector Watch and Market News.

Services of Charles Stanley Direct
As mentioned above, Charles Stanley Direct offers bank accounts and investment accounts that can save or invest your money. They also have an app that you can download. If you come across any problems, questions or complaints, you can contact them. They have a FAQ that might already answer your question before you are able to ask. But if your question cannot be found in there or the offered solution does not work for you, you can get in touch. On their website, they have provided you with an email address and a postal address. But if you rather talk to someone directly, you can call them via telephone. And you can send a secure message to their helpdesk. And of course you can visit their head office in London. They are open on Monday to Friday from 7.30am to 5.00pm.

Complaints, Compliments and Tips for Charles Stanley Direct
Do you already have a bank account at Charles Stanley Direct? In that case, you might be able to fill us in on your experience. What is your opinion about this investment management company? Do they keep your money safe, or are they the ones to lose it? And do you benefit from their investment accounts, or have you been trying for years but nothing to show for it except a great loss? Let us know via a customer review. Your review can help others to see what Charles Stanley Direct is really about.

Can you trust Charles Stanldy Direct with your savings and investments? Read reviews about this financial company with SIPP accounts and more.

If you want to become better at understanding finances but you don’t know where to start, at least know that nowadays there is a wealth of information on the subject and getting started is not difficult. Libraries, bookstores and websites can provide you with most of the information you need on every financial topic you can imagine. Anyone who is interested and willing to put in the time can get access to all the needed resources. Here are some tips so you don’t get lost in the process:

Take a finance course
Look for courses from universities and other academic institutions that can guide you in your learning journey. You can also have a quick read at books such as The Richest Man in Babylon or the well-known "... for Dummies" series which can provide you with insight into the basics of finance so that you can then identify specific items that you would like to learn more about. 

Internet is your friend
For any questions, there’s no better place to go to for fast, easy access to information than the web. You can look for finance information at Investopedia and similar sites that provide access to infinite amounts of information and will also keep you updated on the latest financial developments. You will also be able to find economists, strategists and other experts that can be interesting and informative to you. 

Get deeper into the subjects
Once you’ve covered the basics of finance it’s important to immerse yourself in more complex financial subjects. There are great publications and magazines that can truly help you gain more in-depth knowledge than you will usually get surfing the web or taking on a course. The more you are able to deal with complexity, the easier also the basic finance matters will be to deal with. 

Get familiar with the language
There is really not one formula to do this, the best advice is to just take initiative and immerse yourself into the subject while taking the time to search for the meaning of unknown terms when you come across them. Taking on a course can also help you a lot in getting familiar with the finance lingo. Some of the main concepts you will learn about will be: how to measure profitability, EBITDA, operating income, revenue and operating expenses. 

Don’t fear!
Don’t avoid finance just because you don’t feel you’re good at math or you find it boring. It’s not as complex as it seems at first and it is truly necessary to keep score on your business and measure your progress. Most finance operations are mathematically not that complex.

Either because you feel you are ready to take on your finances on your own or you feel you may need some advice and assistance, check out this finance company or companies that may help you engage in and improve your finances: