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Transfer to Bestinvest and claim free investment advice

Transfer to Bestinvest and claim free investment advice

This offer has now expired

What’s this offer all about?

Transfer

1. Transfer £50,000 or more into a Bestinvest account

No charge

2. We’ll slash the price of one of our Bestinvest investment advice packages to £zero …zilch, nada, nothing, no charge for you

Free advice

3. Take the learnings from your free advice session, mobilise your investments and get to where you want to go

How can free financial advice from Bestinvest help me?

It’s all about you: personalised advice from a qualified adviser – free. The advice you receive will help set you up to get the best from your investments over the long term.

But why should I transfer to Bestinvest?

We love this question. Here are a few of our favourite reasons:

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Low cost

With tiered service fees capped at 0.4%, or 0.2% for Ready-made Portfolios, no dealing fees and no charge for account opens and transfers, you can invest for less at Bestinvest

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Quality and quantity

Explore our huge range of quality investments with our clever investment search tool. If that’s not your bag you’ll love our Ready-made Portfolios

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Support and insight

It’s easy to make your own financial decisions when you have access to our free resources including investing insights, guides, Investments Explained hub and free coaching whenever you need it

But isn’t transferring a faff?

But isn’t transferring a faff?

Transferring to Bestinvest is easy and fast:

  • Our transfer team handles all the paperwork for you
  • We pay up to £500 towards any exit fees your providers charge*
  • Transfers can take as little as a week for ISAs and 15 working days for pensions** (although some providers still do things manually, which takes longer)

That’s it from us

If you have any questions, we’re here to help you become a better investor so give us a call on 020 7788 8255.

* Subject to terms and conditions.

** Before you consider transferring a pension, it is important to ask yourself: Will I lose any valuable benefits or features from my existing pension plan? Will I incur any penalties on my existing pension if I transfer? Is it an occupational final salary pension scheme? (in which case it is very unlikely to be advisable to transfer) Have I considered the charges on my current plan? (a new arrangement may be more expensive – especially if you have a stakeholder pension).

As always 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.