Bestinvest Avis 

Constructive, factual, rek
levant

Melissa gave me very good advice in an easily understandable way as to the different ways I could access my pension. Excellent service and advice from Bestinvest as usual.

After entrusting my finances with Best Invest, I have nothing but a first class experience.
Help form Colin via telephone calls has ensured that I invest wisely, sensibly and within my risk I feel happy with.
Many thanks , and thoroughly recommended.

We have been with BestInvest for some time and were not happy with the performance of our very safe investments, which were returning less than inflation. However, we found that BestInvest now offer the ability to buy and sell into portfolios, managed funds, or shares - doing it all yourself. They have very comprehensive information on all the funds they offer, so if you, say, search under Vanguard, it will list all the funds that company offers. We are perhaps unusual in that we do not rely on our SIPP for daily expenditure, so are happy to take the risk of higher volatility in exchange for better returns. Of course, that means if there is a downturn in the market we either have to wait to drawdown, or take a loss. But we like the fact that we are in control and it is obviously up to us to assess what funds might suit us. So we are happy that BestInvest gives you a wide choice, gives you the information to let you choose an investment that suites you and the purchase (or sale process) was very easy. We also had a couple of people at BestInvest - Lorraine and Taylor - who were really helpful. BestInvest staff cannot give advice on where to invest, nor do the transaction for you, but as it was the first time we had done this they pointed us in all the right directions on the web site to enable us to do it ourselves.

My telephone consultation with Melissa Baldwin was an extremely helpful and positive experience:
- a good balance between practical and pragmatic assessments of my investments and a well paced and empathetic approach.
- I did not feel rushed or pressured.
- the above being especially helpful because of my inexperience and level of anxiety.
- a good summary of key points of discussions.
- helpful focus on potential outcomes and options including signposting to more specific advise regarding investment planning with Best Investment colleagues.

I made a call to bestinvest customer service in UK from abroad.
The call handler Casey was superb. She gave me all the information I asked for and explained all the queries I raised in clear way and answers.
She is professional courteous and polite.
Thanks Bestinvest for employing such quality of employee at customer service .
Yours sincerely
SIPP account holder
Dr Ahmed

Very useful coaching session with Colin. Listened and then outlined options for me.

Stay away!!
They rip you off with fees.
Almost 1% to buy and sell U.S. shares.
That is a lot when comparing with other companies

Very easy to negotiate site. They make getting advice very simple and their rates are very good.

The company is knowledgeable and has a variety of funds and investments. I had a call with a coach and he was helpful, if only I'd spoken to him 5 years ago.
The reason for only 3 stars is due to the fund I invested having fell more than 50% in 5 years, a fund managed not by bestinvest but through bestivest, I chose this unwisely.
If you want to invest in shares or funds then this is for you, just don't use money you can't afford to lose.

The coach appointment was brilliant. Staff were informed, clear, knowledgeable and took time to ensure I had all the information I need to make financial decisions. I would recommend this free consultation.

The coaching session gave me a helpful insight into stocks and shares ISAs with all questions answered in depth on a follow-up email.

Awful experience from start and ongoing service is ridiculous. Setting up an ISA trying to look after my Nieces best interests and CONSTANTLY being TIME WASTED with the lack of clarity given each any every time I have attempted contact.

Avoid using these if your intention is similar to mine, won't waste another second dealing with them.

Very useful chat with Marc Fryer. I was really just looking for some advice regarding flexi-ISA rules and processes, and confirmation / reassurance that my plans were achievable. Marc was very helpful, knowledgeable and clear, and gave me the confidence I needed to proceed. He was also very friendly and easy to talk to, making it an easy and enjoyable experience (apart from trying to log into Teams which made me a bit late for the call!).

A comprehensive review of my investments with queries answered resulting in confidence to go forwards.

Best Invest’s representative Melissa was clear concise but at the same time comprehensive in answering queries. For a lay person, this was an excellent experience.

Sam was really clear and informed - he was able to answer all of my questions and offered some useful information regarding my SIPP.
I think this is a very useful service!

I have been a BestInvest customer for a few years now and one of the things I like most is the ability to talk to an investment coach for free whenever I need a bit of information (not advice! Remember they can’t give you that..) I’ve spoken to a few in recent years and all have proved as helpful as they can be (given they can’t advise - just explain your options) My most recent chat was with Marc Fryer who was excellent and proved a good sounding board for me. Strongly recommended as are Best Invest generally – especially for Green and impact funds of which they have a large array.

I have been trying to access my SIPP online for 2 weeks and all get is a "wealth page" that keeps spooling. Ive notified them by phone, email and message to no avail.
They need to get the IT sorted out as it is an online platform.

I wanted to know what steps I needed to take to start drawing down from my SIPP. Colin guided me through each step and the consequences of my drawdown.