Be confident with your financial decisions
Whether you want to save, invest, or make a plan for your future, Charles Stanley Direct's range of services provides you with the tools and insights for a more rewarding financial future.
How can we help you?
Choose from one of options below to find out more about the services we offer.
How can you become financially confident?
Financial confidence involves having awareness of the options available to you to make effective decisions with your money. Charles Stanley Direct is here to help you feel confident at every stage of your financial life:
Be direct
- Investing with our low-cost trading platform, where you can access expertly-research funds and investments, along with educational guides and insights to help you along the way.
- Savings to meet your short-to-medium-term financial goals, with the ability to browse interest rates and choose from a range of savings accounts.
- Plans to help you navigate some of the biggest financial challenges you are likely to face, such as retirement and estate planning.
- Coaching to help if you’re unsure of which financial products are right for you, working with a qualified financial coach can help you develop confidence and clarity in your decision-making.
Find out more about our DIY investing options
If you are happy trading online, you can access Online investing platform and app. If you’d prefer to talk to someone, choose our Personal Trading service or learn more with an Investment Portfolio Review.
Online Investing
I would like to manage my own investments online
Invest in your future using our first-class investment platform and app. Securely manage your portfolio online, with no minimum investment level.
- You are in charge of all your investment decisions.
- Build your investment portfolio from over 12,500 investments, from stocks and shares, funds, ETFs and more.
- Our low platform fee is a maximum of 0.30% (£5 min monthly platform fee), with saving available through our loyalty programme.
Find out more
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Personal Trading
I would like to discuss the markets with a professional
Need help to get started in do-it-yourself stock investing? Explore the stock markets with one of our trusted professionals over the telephone or by email to help you make informed decisions.
- We do not provide you with advice, but with our support and insights we can help you make informed investment decisions.
- Access a wide range of investments including stocks and shares, funds, ETFs, individual bonds and a wide range of international shares covering all major stock markets.
- Monthly Direct Debits mean your account is automatically funded and ready to trade when you are.
- Minimum investment - £50,000.
Find out more
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Latest insights
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