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BESTINVEST INDEPENDENT CLIENT REVIEWS - powered by Feefo

We have teamed up with Feefo – a leading customer service agency – to gather anonymous reviews of our service from existing clients. We passionately believe that feedback is one of the best ways to further enhance the service we provide and you can read their comments below.

Service Rating Client review Bestinvest response
26 Hour(s) ago
Premier Service
  Good research but more expensive than some competitors for execution only clients
11-Sep-2014
Premier Service
  Good communicators when using the phone line. website can be slow sometimes.
10-Sep-2014
Investment Advisory Service
  First class advice and service. Excellent financial knowledge. I would and have recommended this co and in particular Sanjay Vaid, Senior Financial Advisor, to many of my friends and contacts. When I needed advice about pensions they gave me good information and led me to the right people to give me the best annuity rates available.
09-Sep-2014
Investment Advisory Service
  I've been dealing with Louise Yandall and it has taken me some time to get my ISA portfolio into the right shape and then to set my SIPP portfolio into the right shape.

A major reason for the delay in getting to this stage has been that I have been having problems with my health for a long time. This has meant that I have not been able to give the matter the attention that it needed.

Throughout this time Louise has been very helpful and patient with me. Please pass on my thanks to her.
07-Sep-2014
Premier Service
  Good information is provided on funds. I would like to see recommendations when funds are downgraded e.g L&G Dynamic bond. What are other options recommended etc.
Dog funds is very valuable.
06-Sep-2014
Investment Advisory Service
  It is fine but feels a bit remote
06-Sep-2014
Premier Service
  I have always found the company very helpful, willing to deal with my questions and queries and they have a very user friendly website.
05-Sep-2014
Online Investment Service
  would have been excellent, but for the fact that I had to keep ringing your customer services for ask questions about your paper work and the presentation of my on- line account.
03-Sep-2014
Premier Service
  Efficient professional service.
03-Sep-2014
Premier Service
  Upto about 18 months ago I received detailed six-monthly account statements and also investment literature by post.. I understand that this excellent service has been discontinued and such information is now available only on request. Hence, your hitherto excellent service has dropped to 'Good'.

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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