Charles Stanley Direct
Charles Stanley & Co was founded in Sheffield in 1792; it was listed in 1852 making it one of the oldest companies on the London Stock Exchange. Its headquarters are in Bishopsgate, London
Investing and pensions
Ranked 16th of 27 providers reviewed.
| Customer happiness score | 62.9% |
|---|---|
| Customer trust score | 64.75% |
| Complaints performance | 81.44% |
| Transparency rating | 43.88% |
| Fairer Finance score Reviewed Autumn 2023 |
63% |
Investing and pensions
Fund and Share Accounts (for high frequency trading)
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £10 per holding |
| Charge for automatic reinvestment | |
| Charge for transferring cash to another platform | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | 0.75% on first £10k of consideration, 0.25% on next £90k and 0.15% over £100k (minimum £25 per trade) |
| Same Day Payment Charge | £25.00 |
| Cost of receiving paper statements for a year | £24.00 |
| App available i |
Fund and Share Accounts (for low frequency trading)
Charles Stanley Direct
Investment Account
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £10 per holding |
| Charge for automatic reinvestment | |
| Charge for transferring cash to another platform | £0.00 |
| Early Account Closure Fee (12 months or less) | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | 0.75% on first £10k of consideration, 0.25% on next £90k and 0.15% over £100k (minimum £25 per trade) |
| Same Day Payment Charge | £25.00 |
| Cost of receiving paper statements for a year | £24.00 |
| App available i |
Income Drawdown products (self-invested)
| Annual cost of regular payments (drawdown) | £60.00 |
|---|---|
| Fee for setting up drawdown | £0.00 |
| Charge for taking whole pot under triviality rules | £180.00 |
| Account closure fee | £0.00 |
| Charge for transferring cash to another platform | £150.00 |
| Charge for transferring investments to another platform i | £150 + £10 per holding |
| Charge for automatic reinvestment | |
| Charge for withdrawing your tax-free lump sum | £180.00 |
| Cost of adding funds to drawdown, or reviewing flexi-access drawdown (not capped) | £12.00 |
| Charge for purchasing an annuity | £180.00 |
| Charge for telephone/postal share dealing | 0.75% on first £10k of consideration, 0.25% on next £90k and 0.15% over £100k (minimum £25 per trade) |
| Same Day Payment Charge | £25.00 |
| Cost of receiving paper statements for a year | £24.00 |
Junior Stocks and Shares ISAs (self-invested)
Charles Stanley Direct
Junior ISA
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £10 per holding |
| Cost of receiving paper statements for a year | £24.00 |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | 0.75% on first £10k of consideration, 0.25% on next £90k and 0.15% over £100k (minimum £25 per trade) |
| Charge for automatic reinvestment | |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
Ready-made Income Drawdown
Charles Stanley Direct
Charles Stanley Direct Growth portfolio
| Cost of setting up income drawdown | |
|---|---|
| Annual cost of regular payments | |
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started | |
| Cost (Year 1) i | £1,827.00 |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Charge for withdrawing your whole pension (if it is small enough to meet government rules) | |
| Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down | |
| Charge for account closure within 12 months through drawdown | |
| Cost of reviewing your income drawdown if it is a capped drawdown plan | |
| Charge for purchasing an annuity |
Charles Stanley Direct
Charles Stanley Direct Income portfolio
| Cost of setting up income drawdown | £0.00 |
|---|---|
| Annual cost of regular payments | £60.00 |
| Charge for taking your tax free lump sum from your pension, or for making a one off or new regular payment after drawdown has started | £30.00 |
| Cost (Year 1) i | £2,025.00 |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Charge for withdrawing your whole pension (if it is small enough to meet government rules) | £180.00 |
| Cost of adding money into your pension once drawdown has started, or the cost of reviewing the amount you're drawing down | £12.00 |
| Charge for account closure within 12 months through drawdown | £240.00 |
| Cost of reviewing your income drawdown if it is a capped drawdown plan | £120.00 |
| Charge for purchasing an annuity | £180.00 |
Ready-made Junior ISAs
Charles Stanley Direct
Charles Stanley Direct Income portfolio
| Cost (Year 1) i | £675.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Charles Stanley Direct
Charles Stanley Direct Growth portfolio
| Cost (Year 1) i | £609.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Personal Pensions
Charles Stanley Direct
Charles Stanley Direct Income portfolio
| Cost (Year 1) i | £1,350.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Charles Stanley Direct
Charles Stanley Direct Growth portfolio
| Cost (Year 1) i | £1,218.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Does the provider have a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Ready-made Stocks and Shares ISAs
Charles Stanley Direct
Charles Stanley Direct Income portfolio
| Cost (Year 1) i | £675.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Is there a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Charles Stanley Direct
Charles Stanley Direct Growth portfolio
| Cost (Year 1) i | £609.00 |
|---|---|
| Account closure fee | £0.00 |
| Charge for transferring investments to another platform i | £10.00 |
| Is there a mobile app? | |
| Charge for selling holdings if not enough money in account for charges | £0.00 |
| Completing paper applications | £0.00 |
| Cash withdrawal by BACs | £0.00 |
| Same day payment/payment by CHAPs | £25.00 |
| Early account closure fee | £0.00 |
| Cost of receiving paper statements for a year | £0.00 |
| Charge for transferring cash to another platform i | £0.00 |
Self-invested Personal Pensions (SIPPs)
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £150 + £10 per holding |
| Charge for automatic reinvestment | |
| Charge for transferring cash to another platform i | £150.00 |
| Early Account Closure Fee (12 months or less) | £240.00 |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Charge for telephone/postal share dealing | 0.75% on first £10k of consideration, 0.25% on next £90k and 0.15% over £100k (minimum £25 per trade) |
| Cost of receiving paper statements for a year | £24.00 |
| Charge for writing to a third party to confirm the value of the account (Including probate valuations) | £6.00 |
Stocks and Shares ISAs (self-invested)
Charles Stanley Direct
Stocks & Shares ISA
| Account closure fee | £0.00 |
|---|---|
| Charge for transferring investments to another platform i | £10 per holding |
| Charge for automatic reinvestment | |
| Charge for transferring cash to another platform | £0.00 |
| Inactivity Charge | £0.00 |
| Charge for telephone/postal share dealing | 0.75% on first £10k of consideration, 0.25% on next £90k and 0.15% over £100k (minimum £25 per trade) |
| Charge for selling holdings if not enough money in account to pay other charges | £0.00 |
| Repairing or voiding an ISA, when required under HMRC rules | £0.00 |
| Same Day Payment Charge | £25.00 |
| Cost of receiving paper statements for a year | £24.00 |