Stocks & Shares ISA
Charles Stanley Direct

£50Minimum Investment
0.25%Average Annual Fund Fee

Charles Stanley Direct Flexible ISA Overview 

Charles Stanley Direct is the industry-leader in Stocks & Shares ISA provision, regularly winning awards and topping the ‘Best Buy’ ratings. Open today and start enjoying low-cost tax-free investing with the widest investment range of investment choices all supported by the prestigious Charles Stanley brand which has been in business since 1792.

In brief:

  •  Shelter up to £20,000 this tax year
  •  No capital gains tax and no further tax to pay on any income from your ISA
  •  Use your allowance by 5 April each year or lose it!
  •  Top up your ISA online in a couple of minutes
  •  Transfer and consolidate existing ISAs
  •  Access your money at any time

Charles Stanley Direct Flexible ISA Fees 

Platform Charge0.25%Their maximum platform charge for holding investments is 0.25%. For fund holdings (OEICs and Unit Trusts) the charge can fall as low as 0.05% per annum. For shareholdings the maximum charge is £240 per annum - but if you place 1 or more chargeable trades each month we won’t charge you anything to hold your shares.
Fund Trading FreeThey don’t charge for buying or selling funds.
Share Trading (Online)£11.50Each time you buy or sell a share they charge £11.50.
SIPP Account Charge£100 + VATPlease note: they will waive their SIPP charge if you have combined assets across the platform of £30,000 or more.

Platform Risk Warning

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.