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Why us
Planning ahead


Our Coaches are qualified financial planners who can help with your investment goals. All for no charge.

With investment, your capital is at risk.

Why coaching?

Here are just some of the ways we could help you:

  • Goal planning

    If you’re new to investing, we can talk through your goals and plan how you might achieve them.
  • Professional expertise

    Experienced investors can benefit from our Coaches’ expert knowledge on what’s happening in the markets.

  • Big decisions

    If you’re simply looking for reassurance that you’re on the right track, why not run your ideas past a Coach?

  • Investment strategy

    Your Coach can run you through some key questions on whether your investment strategy is aligned to your investment goals and how to make sure you’re set up for success.

Book your free coaching sessionWith a free, 30-minute coaching session you can talk through your investment strategy and see how Bestinvest can help you reach your goals. No obligation and no strings attached.
Planning your retirement?

Planning your retirement?

Maybe you’re wondering about investing with a SIPP? Or perhaps you have a number of different workplace pensions? We can help you explore your options and draw up a plan for life after work.

Thinking about your ISA allowance?

Thinking about your ISA allowance?

Many people get into investing through Stocks & Shares ISAs. But are you making the most of your allowance? And are your investments meeting your objective? Book a free coaching session and we’ll help you take stock.

Want your money to work harder?

Want your money to work harder?

We’ll be happy to talk you through the investment landscape, analyse your attitude to risk and see what products or investments may be suitable for you. We can also examine whether you’re investing as tax-efficiently as possible.

Meet our Coaches

All our Coaches hold the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning.

Image: Matthew Morgan

Matthew Morgan

I worked as a trader before becoming a financial planner and pension transfer specialist, and enjoy giving clients the peace of mind that comes from developing a financial roadmap.

Image: Naomi Charles

Naomi Charles

I believe everyone can benefit from a professional eye on their finances, and love helping people from all walks of life achieve their own personal vision of financial success.

Image: Gareth O’Reilly

Gareth O’Reilly

I really enjoy being able to coach clients with different backgrounds and personal stories. Helping others at different stages of life achieve financial goals and reduce any worries is hugely rewarding.

Image: Elliott Lee

Elliott Lee

I am passionate about educating people in respect of the financial planning areas that matter to them. Let’s work together to understand your financial goals and help you to make more informed decisions with your finances.

Need personalised advice?If you’re looking for personalised investment advice, we can provide this for a low-cost, one-off fee.

Frequently asked questions

Our Coaches are all qualified financial planners who are trained to give you general guidance to help with your investing. This may include information about different types of investments or principles for you to follow.

All our Coaches hold the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning.

To make sure your coaching session is as effective as possible, please bring details of any investments you may already have. This includes everything from workplace pensions to ISAs, SIPPs and investment accounts.