Bestinvest Avis 

Not being able to find the information I wanted via the online system, I made a phone call to Best Invest. My call was answered without delay by Taylor, a pleasant and helpful young lady. She talked me through the various options to the one I required (but which I had overlooked, Dohh!) and that was it; all sorted quickly and efficiently. Thank you Taylor.

Sam helped me understand how to set up a Discretionary Trust General Investment Account with Best Invest. The coaching session was very helpful and also identified some investment fund options I had not considered. Five Stars .

I was apprehensive about booking a formal coaching session about Discretionary Trust and was relieved to find the session full of understandable action items and promptly received follow-up forms from Marc Fryer. He was knowledgeable about the subject and how Bestinvest could address my requirements.

A few members of my family have invested using the BestInvest platform which, for all the complexity and options available, is very well laid out and easy to understand.
We've not used any coaches as yet and invested with the stocks and shares ISA which has a great choice of funds/equities.
Investors must be doing a good job as we have all made decent profits.
Keep up the good work!! (and please fix the fingerprint login on Android!)

They lock you out of your account and make you sign up from scratch when you've had a few failed login attempts.
Who came up with that absolutely brilliant idea?
Imagine any of the major internet players locking you out of your account and making you reapply for an online account with new details every time someone tries to get into your account?
And the person trying to get into my account was me!!!!!!!!!!!!!!

Update - so I'm forced to entered in login details again to get online access so I put all the same details in again (username, password, pin) because I didn't want to change them (I didn't ask to reset my details) and they're all accepted. So what was the point of the whole exercise apart from wasting my time?

5th rate!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

BI - I'm really not sure what further details you might need. The above is self explanatory.

Excellent help and support concerning financial issues with my account.
With my elderly age the detailed support with all my issues was exceptional
Also the ease of communications concerning my account was perfect

The coaches are readily available and Sam Dam was informative and helpful.

Most of the reviews here seem to be focused on the coaching, which I can't comment on as I haven't used. However, I have been using BestInvest as a platform for several years and don't rate it very highly. Fees are higher than the likes of ii and InvestEngine, and I find customer service to be sorely lacking. It sometimes takes weeks for them to respond to a simple question, by which time, it is no longer relevant. I am in the process of transferring my funds to another provider as I don't have much faith in BI.

I enjoyed and benefited from my conversation with marc Fryer. He was a good listener but very clear and helpful when he answered my questions.

The coaching session I had with Melissa Baldwin was very useful. I wanted to find out ways to decide whether to use funds from my investment account or from my ISA account. She discussed the pros and cons of withdrawing funds from each, and she explained how or if capital gains tax would apply. I learned plenty from the session and feel more confident about making the decision that is right for me.

I had a coaching session with Marc Fryer, having completed BestInvest's online pre-session questionnaires. I thought he had a good client manner, was down to earth, explained what could be achieved via coaching as well as via investment guidance for clients (Best Invest no longer provide portfolio reviews) and the session was useful in that it has galvanized me into acting on underperforming shareholdings I have with this platform.

Had a chat with Harry regarding investing, myself being a novice, therefore a bit nervous. He listened to my concerns and understood my lack of knowledge and gave me good advice and tips which I found very useful.

My Coaching session with Samuel Dam was extremely helpful. Without giving 'advice', Sam helped guide my own thoughts for decision making. And this was all done in a professional and very friendly manner. When I review my finances, such discussion and opportunity to check thoughts, ideas and plans is invaluable. Thank you!

Listened carefully and provided great follow-up. The options were clearly explained and relevant recent guidance highlighted.

Coaching advice from Bestinvest is a brilliant service provided by very knowledgeable individuals. My coach Colin helped me to adopt an investment plan best suited to my risk tolerance and financial objectives.

Customer service has bypassed this company. People are pleasant on the phone but never come back to you. I transferred two pension which were sent from SJP, who sent wrong splits, once right splits were sent Bestinvest have spent two weeks adjusting them and they are still wrong. They never respond after saying they will come back to you.

The coaching is excellent, but that’s where it ends.

I raised an official complaint and was passed to a manager of Bestinvest and once you deal with him you will understand why they have appalling customer service. He rarely responds to calls or emails.

The platform is good on the face of it, but there is obviously a lot of back end manual processing for transactions.

Was pleasantly surprised to see this service offered, no charge and no commitments (as an existing customer). For me it was a good chance to bounce ideas about and assist me in solidifying my strategy. The booking and meeting setup was very efficient, the advisor friendly and knowledgeable. A summary of our discussion was sent to me afterwards which was a nice touch. Would definitely recommend.

I had a positive experience with Melissa .She was friendly and very patient , answering my questions fully in layman’s terms easy for me to follow.

Marc was very helpful and broke things down in a way I could understand. I look forward to using the platform.

Colin Murray was friendly, supportive, informative. No hard sell - time to reflect and consider options