New Year, new financial you

Happy New Year! There’s nothing like the start of a new year for focusing the mind so if you’re one of the many who has resolved to get your financial act together in 2020, here are some suggestions to get you started.

Embrace ISAs

You can invest a massive £20,000 into an ISA each tax year meaning they’re a great way to build up funds for your future, whatever you want yours to look like. They’re tax free too, which means more money for you.

Find out more

Invest regularly

This one couldn’t be easier. As well as being convenient, investing monthly can smooth out the highs and lows of the markets. Just like you pay your bills by direct debit, you can get into the habit of paying yourself too. If you’ve got an account with Bestinvest already, just log in to set up monthly savings.

If you don’t have an account yet, it’s quick and easy to set one up – and we’d love to have you.

Log in

Become an ace investor. We’ve got you covered.

Investment search

If you want to do all the investing yourself, our investment search tool makes light work of sifting through thousands of investments, helping you analyse, compare and then buy the ones you want.

Search the search

Ready-made Portfolios

Fancy a shortcut? If you’d rather not spend all your time investing, what about a Ready-made Portfolio? They’re really popular with busy people and those that aren’t into investing because our team does the legwork.

Ready for Ready-made

Sort that pension out. 2020 could be your year.

The Best SIPP

If you’ve got old pensions that could do with a new lease of life, we’ve got just the thing. The multi award winning Best SIPP is popular with pension savers because it’s easy to set up, comes with low fees and gives you a great range of investments to choose from.

Take a look at the Best SIPP

Pension checkup

Have a pension checkup with someone from our team. They just love pensions – yes really – and can help you decipher yours and answer any questions you’ve got.

Time for a checkup?

Enlist the support of a pro

If your finances are complicated or you’ve got big decisions to make, have you considered speaking to a financial planner? They offer free initial consultations so why not kick off the New Year by giving your plans and finances the once-over?

Our team over at Tilney can:

  • Show you whether you’ve got enough money for your future
  • Help you save Inheritance Tax
  • Help you get the most from your investments
  • And more...


Leave it to the pros

We’re here if you need us

If you need to talk to us about getting your finances sorted, we can help. Just give us a call on 020 7189 9999 or you can request a call back.

Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested.

This article does not constitute personal advice. If you are in doubt as to the suitability of an investment/our services, please contact a financial adviser.

SIPPs are not suitable for everyone. If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you then a SIPP might not be right for you. Please contact us for guidance or advice if you are unsure whether a SIPP is right for you.

Prevailing tax rates and reliefs depend on your individual circumstances and are subject to change.