Book a free investment checkup

Our telephone guidance team is here to answer your questions

Book a free investment checkup

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Whether you have questions about your ISAs, pensions or investments in general, our friendly and knowledgeable telephone team is here to help you. Just complete the short form and we’ll be in touch to arrange your checkup:

How can we help?

We can help you by:

  • Taking a look at the investments you already have to make sure your money is working hard for you
  • Seeing if you could benefit from consolidating your investments
  • Making sure you’ve seen (and are using!) our extensive research
  • Telling you about any guides that might be of interest to you

What can you expect?

Your telephone checkup will involve a free conversation about your investments. We can also show you how you can make the most of your money using the Bestinvest Online Investment Service. One thing we can’t do is provide personalised investment advice, but if you do have more complex needs and would benefit from advice, we can introduce you to one of our fantastic advisers. There is a cost for personalised advice, but any fees would be agreed with you at the outset.