Investment advice
Looking for a personalised investment recommendation? Our Portfolio Health Check service can build or refresh your Bestinvest investment portfolio to help you meet your goals.
Why investment advice?
At Bestinvest, we believe in letting you make your own financial decisions, with free pointers from our Coaches if you want them. But we also recognise that managing your investments takes time that you may not have to spare and some people want more than just a few tips. That’s why we offer a one-off fixed fee service that gives you professional help when you need it most.
Portfolio Health Check - £495 inc. VAT
This advice service is for investors with money already invested on Bestinvest who want someone to look at their investment portfolio with fresh eyes. Or for those with cash in their Bestinvest accounts who aren’t sure where to invest their money.
How it works
One of our Investment Advisers will talk through your Bestinvest investments with you, carefully checking to see whether your existing portfolio aligns to your objectives and attitude towards risk.
Your personal report
After your advice session, we’ll send you a report, detailing:
- Whether to keep or sell each of your existing holdings
- What to buy if you choose to sell any holdings or invest more cash
- Advice on suitable Ready-made Portfolios, if you decide to simplify your investing.
What to do once you have booked
You’ll need to fill out two quick questionnaires before your call. You can find these on the Coaching tab once you’ve logged in.
Already have a Bestinvest account?
Not yet a client? Not a problem
Remember, with investing your capital is at risk.
Who will I have my Portfolio Health Check with?
Your Portfolio Health Check will be delivered by an Investment Management specialist from our parent company, Evelyn Partners.
One low-cost fee
With Bestinvest, you only pay for the advice you need. Unlike some services, we don’t charge ongoing advice fees, meaning that more of your cash will go towards your future rather than vanishing in charges. For one low-cost fee, you can get advice from a qualified professional that will get your portfolio shipshape and ready to help you achieve your goals.
Investing made easy
If you choose our Portfolio Health Check service, there’s no need to pick your investments yourself. Your adviser can recommend a Ready-made Portfolio that’s right for you and which will be looked after by our specialist investment team. Alternatively they can recommend a bespoke range of investments that you’ll need to keep track of over time. We’ll send you the costs of these investments in your report.
Frequently asked questions
What type of advice will I receive?
Our advisers offer what’s known as ‘restricted financial advice’. This means we are restricted to advising you on investments offered on Bestinvest. We also only offer advice on the cash or investments you hold on Bestinvest and we don’t recommend individual shares.
Can I get advice from Bestinvest if I’m not a client?
You must open a Bestinvest account in order to have a Portfolio Health Check.
What is the difference between financial advice and coaching?
If you take a look at our coaching page, you’ll see that you can access free sessions to help with your investing. This will give you information on different types of investments and principles to follow. But if you would like a personal recommendation on your investing, you would need to book a Portfolio Health Check. Our Coaches can also refer you to other experts at Evelyn Partners if you have more specialised advice needs. Coaching and financial planning where no advice is given are not activities which are regulated by the Financial Conduct Authority.
What should I bring to my appointment?
To make sure your advice session is as productive as possible, please fill in the information about your finances and your risk questionnaire beforehand. If you already have a Bestinvest account then you can log in and do this on the Coaching page. If you don’t, please open one before your call and follow the instructions above.