020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest

Our approach

How does the service work?

  • 1Define objectives

    You will be allocated a dedicated and highly-qualified Investment Adviser who will ask you to provide details of your current circumstances and help you define your investment objectives.

  • 2Select your asset model

    Once we have a good understanding of your objectives and appetite for risk, you will be assigned a personal asset model. Each model provides guidance on the optimal split between different types of assets (e.g. equities, fixed interest, property, commodities and cash), and the split of equities by geography and capitalisation (e.g. small versus large companies).

  • 3Plan & develop your portfolio

    Your Investment Adviser will work with you to identify how your existing investments (if applicable) compare with your asset model and help put in place a plan for redesigning your portfolio and highlighting poor performing investments. Portfolios are constructed using collective investments such as OEICs and Unit Trusts at their core but can also include listed securities such as Investment Companies and Exchange Traded Funds (ETFs). Your adviser can also discuss the benefits of investing within an ISA or SIPP.

  • 4Review & maintain

    You will have access to the 'Client Centre' section of our website, where you will be able to view an up-to-date valuation of all your investments at any time.  We will also send you a 6 monthly Valuation Statement providing an analysis of your asset allocation and investment performance. Every year, we will also offer to review your portfolio and will pro-actively advise you of any changes in our fund ratings that might impact your portfolio.

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The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. 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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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