Our Services
Independence. Value for money. Award-winning advice and research. These are the hallmark of all Bestinvest services.
Irrespective of how much you have to invest or how much you want to be involved in managing your investments, rest assured that all our services are completely independent, offer exceptional value for money and provide access to our own outstanding research.
Bestinvest Direct
For investors who want to make their own investment decisions, this service offers market-leading discounts on fund charges, the widest choice of funds, access to our own proprietary research as well as the convenience of online dealing, account management and portfolio planning tools.
Bestinvest Advised
We have a fully qualified team of telephone-based investment advisers ready to assist investors who need help in managing their portfolios. Benefit from market-leading discounts on fund charges, access to online valuations and an annual portfolio review (on request). This service is generally offered at no additional charge for portfolios in excess of £50,000.
Bestinvest Managed
Investment management
This service is for investors who want us to take investment decisions on their behalf and in line with their investment objectives. You will have a personal investment manager who will meet with you regularly and send you detailed reports, including performance analysis. This bespoke service is available for portfolios valued at £250,000 or more.
Multi-Asset Portfolio
For smaller portfolios (minimum £1,000), investors can access the philosophy of our managed service through the Multi-asset Portfolio Service. We have designed five funds to meet specific investor risk profiles, each managed by our Chief Investment Officer, Graham Frost, and able to access the broadest range of investments. This service offers regular valuations and detailed reports on our investment decisions.
Bestinvest Wealth Management
A fee based service which can be exactly tailored to your needs but typically involves creating a Lifetime Plan to enable you to achieve your financial goals.
Bestinvest Mortgages
An independent mortgage broker, we can research the entire market before making a recommendation.
Bestinvest Insurance
Our subsidiary Lovat Insurance Brokers specialises in advising small and mid sized companies and providing high-value and specialist household policies.
Becoming a client
First time ISA investor?
Buy your ISA online or
call 020 7189 9999 to seek advice.
Appoint Bestinvest as your advisor
Call us on 020 7189 9999 or download and return our
Fund appointment form.
Free portfolio review
Appoint Bestinvest as your adviser, and we will provide you with a free review of your fund investments.
Portfolio review form