Investments

Bestinvest has four investment services for private investors, each designed to offer market leading service and value.

Portfolio Self-Advised - You benefit from our competitive discounts while enjoying access to our independent research and award-winning online portfolio tools.

Portfolio Advisory Service - In addition to our discounts, research and portfolio tools, you have access to our telephone based advisers. You are also entitled to an initial free portfolio review.

Premium Advisory Service - Offers the same benefits as our Advisory Service with the added advantage of a designated adviser. Your adviser will be at hand to assist where required and carry out an annual portfolio review free of charge.

Portfolio Management (Full Range) - Enjoys that same expert management as our 'Funds Only' service with the added benefit of accessing a full range of investments. This means we can take advantage of more specialist investment and timing opportunities.

Financial Planning

We can advise on a wide range of financial planning issues including: Retirement Planning, Estate Planning, Protection and Taxation.

Our financial planners work on a fee basis, ensuring true independence. After an initial assessment meeting, we will indicate the areas where we can help and the likely costs. If you wish to proceed we will produce a detailed report, in plain English, for your consideration. Click here for more information.

Trustee Services

If you are a trustee of a charity or pension scheme we can help you establish an investment policy to meet your trustee responsibilities. Click here for more details.

Mortgages

Our Independent mortgage advisers can help you find the most appropriate and competitive deals. Click here for more information.

We also offer a range of other services including General Insurance and Employee Benefits Consultancy, to view a full list click here.

To find out more about any of our services please call 0845 053 3175.