Charles Stanley Direct
Charles Stanley Direct is one of the UK’s better known DIY platforms. With a good range of investments, regular news updates and email reminders, it aims to make investments easy for customers while still offering lots of features. It also offers advisory and discretionary services.
Available products & wrappers
| General investments | ISAs | Lifetime ISAs | Junior ISAs | Pensions & SIPPs | Junior pensions & SIPPs | Other |
|---|---|---|---|---|---|---|
Available investments
| UK funds | Offshore funds | ETFs | ITs | Equities | Bonds | Other |
|---|---|---|---|---|---|---|
Table of charges
| Platform charges | Product charges | Other charges | |
|---|---|---|---|
| Funds (0-£250,000) | 0.35% | ||
| Funds (£250,000.01-£500,000) | 0.20% | ||
| Funds (£500,000.01-£1,000,000) | 0.15% | ||
| Funds (£1,000,000.01-£2,000,000) | 0.05% | ||
| Funds (over £2,000,000) | 0.00% | ||
| Exchange-traded instruments | 0.35% (Minimum of £24, maximum of £240 per annum. No charge if 1+ chargeable trades made per month.) | ||
| SIPP admin fee | £100 + VAT / year (No charge if over £30,000 in accounts) | ||
| Exchange-traded instruments | £11.50 / trade |
Compare+Invest review of Charles Stanley Direct
| Products & wrappers | Investments | Research & guidance | Charges | Overall rating |
|---|---|---|---|---|
Charles Stanley Direct Review
One of the leaders in the UK investment space, Charles Stanley is very well-known, respected and user-friendly. Their online service is suitable for everyone from beginners who want to learn to investors who know exactly what they want.
What to expect from the platform
When logged in, the site feels like a dashboard that gives you a good level of control and visibility. We really like it, but can see newer investors getting a little overwhelmed. This isn’t helped by the fact that their fund info is buried in the menus, despite being of high quality.
Our review of Charles Stanley Direct
You really are spoiled for choice with Charles Stanley. And when it comes to paying your fees, you might be pleasantly surprised. Overall, this is a very reasonable service that deserves its position in the market.
