Values delayed by at least 15 minutes.
Source: Financial Express
Expert investment advice sometimes seems out of reach or more of a commitment than you would prefer. That’s why we’re introducing a new one-off advice service, which gives more people the opportunity to take advantage of our award-winning investment advice when building a portfolio – for a competitive one-off fee.
It is professional advice on which investments to choose if you’re looking to invest a lump sum. If your current investments are long overdue a review and a shakeup, we can help there too. Our investment advisers take the time to discuss your aims and goals and then recommend the investments that suit you best, considering your tax-efficient allowances as well. You get a detailed report of the conversation including investment recommendations. We can also give advice on which Ready-made Portfolio to choose if you’re looking for investments that you don’t need to manage yourself.
You can receive investment advice regardless of the assets you have to invest. We just charge a minimum fee for the service, letting more people receive our expert help with building a portfolio.
We charge a competitive fee for one-time advice. It is 1% of your assets, with a minimum fee of £500 (maximum £5,000).
Our award-winning investment advisers have already helped many people with their investments. They understand what our clients want from investing, so that’s what they’ll do with you too.
One-off advice is great if you want a hand with your portfolio at the outset, but our ongoing service offers continued and proactive advice. If you want a discussion about a particular investment for instance, you can ring your adviser who would be more than happy to help.
If you want to know more about our ongoing service, speak to us about it during your consultation, visit here or give us a call on 020 7189 2400.
If you have any questions about one-off investment advice or other services we offer at Bestinvest, please speak to us on 020 7189 2400, email us at email@example.com or request a call back.
REQUEST A CALL BACK
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.