Bestinvest Logo
Learning

Transferring from Bestinvest to another provider

Call us and we’ll talk you through how it works.

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 qualified financial planners, 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 no more than 0.2% fees on our Ready-made Portfolios and US shares. 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:

Call usCall us on 020 7189 9999

Get insights and events via email

Receive the latest updates straight to your inbox.

By clicking the following button you are agreeing to our website conditions.