Transferring from Bestinvest to another provider
We’ve been working hard to make Bestinvest a great place to invest and plan your future – and we’d love you (and all our clients) to stay a part of it.
We’re also really proud that behind the technology and smart tools, Bestinvest is powered by experts who are here to help you get the most from your investments.
As well as our parent company Evelyn Partners’ investment experts, who build and manage our range of Ready-Made Portfolios, our Investment Coaches can help you fine-tune your investment strategy too. They’re just a phone call away and talking to them won’t cost you a penny.
And with our guides, explainers and investment insights, we’ve got everything you need to help you as you tread your investment path and build your financial future.
With Bestinvest you get
Free Investment Coaching
Speak to one of our Coaches, for free. No obligation, no catches.
Advanced goal planning
Plan and personalise your investment goals and see how small changes could help you reach them.
Great value for money
Pay 0.2% in annual service fees on our Ready-made Portfolios and US shares. Annual service fees for investments in Third party funds and UK shares tier down from 0.4%. UK online share-dealing is only £4.95 - one of the lowest dealing fees of all the major investment platforms.
Expert insights
With fund factsheets, guides and articles, you can learn everything you need to power your investment decisions.
Get in touch and we can answer your questions
People move from one provider to another all the time and the process is largely managed by your new provider, but to find out more about how it works, how long it takes and the different ways you can transfer money, call us on 020 7189 9999.
Speak to an expert
If you would like to talk to us about your investment needs you can contact us on:
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