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 to put your money to work for the life you want — not just for today, but for years to come.
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 is about making decisions with the right support behind you. Charles Stanley Direct is here to help you feel confident and financially stable at every stage of your life:
Be Direct
- Investing with our low-cost trading platform, where you can access expertly-researched 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. Your life in your hands.
- 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 financial decision-making.
Find out what you need to know
Your life priorities, financial circumstances and needs change through your life, meaning there are different financial aspects you will need to consider.
Start your financial journey
Foundation stage: 20s
Managing your finances in your 20s isn’t always a priority even though you may be taking on your own financial responsibilities for the first time; it's good to start with the basics.
Build on your foundation
Accumulation stage: 30 to 40
Even when day-to-day life is really busy, it’s important to keep your financial future in focus with things like pension planning and making the most of other tax-efficient investments.
A time for growth
Growth stage: 40 to 55
They say life begins at 40, and these peak earnings years are a good opportunity to enjoy your hard-earned money and maximise your savings and investments.
Establish your financial plans
Establishing stage: 55 to 65
As family life changes and you start to think about stepping back from work or retiring completely, you’ll want to make sure any decisions you make are backed by solid financial plans.
Time to enjoy your retirement
Preservation & Reward stage: 65 to 75
Now’s the time to enjoy the financial security that’s come from your hard work and careful financial plans by using your savings and investments in the most efficient ways to enjoy your life.
The key to conservation
Conservation stage: 75+
In your later years, you’ll be thinking about what you can give to others now and in the future, and organising your assets to make sure your family don’t pay more tax than they need to.
Find out more about our DIY investing options
Charles Stanley Direct puts you in control your investments - anywhere, anytime. If you’re happy trading online, you can access our Online Investing platform and app. If you’d prefer to talk to someone, choose our Personal Trading service or learn more with financial coaching.
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 savings available through our loyalty programme.
Find out more
1 of 3
Financial Coaching
I would like to work with a financial coach to explore my options
Gain clarity around your money situation with Financial Coaching. Speak to a real, qualified expert free of charge, who will help you take the next steps with confidence.
- You’ll speak to a financial coach who has experience dealing with personal finance, investing, retirement and tax questions.
- Your financial coach will provide useful resources to help you on your way. If you need additional support, we'll recommend the best service to suit your needs.
- Your first 15 minutes is free, after which you can choose to book a 1-hour coaching session to delve deeper into your financial situation (£150 incl. VAT).
Find out more
2 of 3
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
3 of 3
Latest insights
Read, watch and listen to our personal finance and market commentary. Sign up for the latest insights and to hear about our upcoming events.
Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free consultation with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)