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FUND CHARGES

Fund charges

With transparent costs and market leading fund discounts, find out how much it costs to invest in funds with Bestinvest.

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FUNDS AND TAX

Funds and Tax

With so many funds to choose from, it is important not to forget the associated tax implications

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If you’d like more support investing we have a range of other services...

INVESTMENT ADVISORY SERVICE

Benefit from the ongoing support and personalised advice of a professional investment adviser to make sure you meet your goals.

  • Frequent, proactive communication from your adviser to help optimise the performance of your portfolio
  • Full bespoke portfolio review with your adviser every year to ensure your investments are on track to meet your goals
  • Expert advice on the choice of an asset allocation model to support your investment objectives
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MANAGED PORTFOLIO SERVICE

We will look after your money over the long term and make all the management decisions to ensure your portfolio is continuing to meet your goals.

  • Ongoing active management by our highly qualified investment professionals
  • Choose from a range of investment strategies designed to meet your goals
  • Transparent and competitive pricing to keep the cost of investing down
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FINANCIAL PLANNING

We have a team of expert wealth managers across the UK who can create bespoke solutions that work across all aspects of your wealth at every stage of your life.

  • The expertise of a local qualified financial planner to help meet your goals
  • Regular review meetings to make sure your plans are still on track
  • Six-monthly written valuations that include a review of short-term and long-term performance and our latest views on the outlook for investment markets
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OUR AWARDS

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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