Coaching

Coaching

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

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?
  • Portfolio health check

    We’ll help you gauge how your portfolio is performing against relevant benchmarks to see if there’s room for improvement.
Thinking about joining Bestinvest?Why not take advantage of free investment coaching session to talk through your investment goals and plan how you could reach them?
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.

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.