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An overview of Bestinvest

We are a growing and dynamic business that has won many awards since our inception. We take pride that readers of the Investors Chronicle and Financial Times voted Bestinvest the UK Wealth Manager of the Year and Best Wealth Manager for Investments in 2013 and that our greatest source of new business is referrals from clients. Our clients entrust us to look after almost £9 billion of their assets.

Operating in over 30 locations across the UK, we offer a broad range of competitively priced services designed to suit the different needs of our clients in achieving their financial goals such as retirement planning, saving for university fees, building a nest egg or managing an investment portfolio.

In a world where standardisation is the norm, we passionately believe every client is different. Whether you prefer to make your own decisions, need guidance, advice or management of your affairs, we are confident we can help.

  • We are a long-established business which has pioneered the provision of high quality services to private investors at excellent value for money
  • We are not tied to any financial product providers and are not part of a bank or life insurance company. We scour the whole market of funds, investment companies and ETFs in the search for the best opportunities
  • Our fund research team is one of the largest in the industry, known for its rigorous approach. The team typically have contact with over 400 fund managers a year
  • Our research isn’t just focused on products but on the people behind them. We analyse fund manager career track records across the firms they have worked at to separate those with real skill from those who may have had a short-term success
  • Our views on markets, investments and financial planning issues are widely respected and frequently appear in the media
  • We offer a range of services to suit different client needs including execution-only services, investment advice, financial planning and full portfolio management
  • We have nationwide reach. Our financial planners operate in over 30 locations across the UK to help our clients with their pensions, retirement or Inheritance Tax planning

Past performance is not a reliable indicator of future returns

The value of your investment can go down as well as up, and you can get back less than you originally invested.

The Bestinvest Online Investment Service, including any account analysis and investment reports provided by our guidance services, is an online execution-only dealing service for investors who want to make their own investment decisions. It does not provide advice on the suitability of products and investments; if you are unsure about the suitability of any investment you should seek professional advice. Clients of our Investment Advisory Service and Managed Portfolio Service can use the website to obtain current valuations of their investments but cannot trade on these accounts online and should call their adviser if they wish to discuss changes to their investments.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Issued by Bestinvest (Brokers) Limited (Reg. No. 2830297), which is authorised and regulated by the Financial Conduct Authority. Financial services are provided by Bestinvest (Brokers) Limited and other companies in the Tilney Bestinvest Group, further details of which are available here. This site is for UK investors only.
© Tilney Bestinvest Group Ltd 2016.

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