Bestinvest Avis 

Alicja was knowledgeable and communicated clearly and patiently. I would have liked more of her thoughts on my financial plan though.

Excellent coach session with Sam. Very informative and useful information. Made me think about all different options available in a friendly and professional manner. Would highly recommend.

Really great advise - helpful, clear and unpatronising I would highly recommend Best Invest and especially Lydia.

Opened a Sipp with BI and did a same day transfer of funds. It’s now been one week and no monies in my account. No one can give me an idea of how long the money will take to credit my account and therefore I cannot invest in any funds. Avoid, far better platforms to use!

Very good service and covered key questions

The help I had in chasing an ISA transfer through the system from Harry Persad was brilliant.

Gareth O was professional and knowledgeable with communication of the information answering the questions that required the answers to.

The adviser was quick to understand my needs, and followed up with advice of the next steps to take.

Harry P. is the person we dealt with. Answered all our questions and explained the different options really well. We are not in a position to proceed at present and we want to research some more into Income Focus Funds, which is what we are looking for at present. We have no hesitation in recommending Harry P., easy to talk to, polite, respectful and punctual.

Harry P quickly grasped our priorities and was very calm listening to our ideas
He made some broad suggestions which were helpful
Felt he could have been rather bolder in suggesting his own view of what might work best for us - we did not change our thinking very much in the light of his contribution

I chose to reinvest funds using portfolio packages on offer. I found it difficult to choose but Harry Prasad was very patient and helpful. He then referred me to someonelse if I found the online instructions difficult fo follow which I did. Again the advisor helped me through it step by step

Company is unable to deal with move from junior to adult isa and change to reflect the new allowance, has been unable to fix this

Very informative, knew answer to every question. Explained in simple terms

I have been a long-standing customer with Bestinvest but plan to end my relationship with them. I tried to withdraw cash from a SIPP today in time for the 05 April 2025 tax year end (which is 12 business days into the future). Was told that the Bestinvest deadline to process this sort of transaction in time for the end of the tax year has passed. Sadly, this deadline / restriction is not very clear on their website. Their processes and systems appear to be very inflexible to be unable to deal with a relatively simple request within 12 business days. Very disappointing. Other SIPP providers do not appear to have these constraints.

Harry was very helpful answering my questions and putting my mind at rest. Thanks.

The call with Taylor was very helpful she was patient and great at directing me on how to use BestInvest page. Thank you

Had a conversation with Taylor, who was most helpful and informative. Gave me useful advice and relevant information regarding procedures and timings. Satisfying and pleasant experience.

The call with Harry was very helpful and gave me the information I required. He also said I could get back to him with any further queries which is good to hear. I will be doing so as I am finding that other commmunication with Bestinvest is poor.

Clear and helpful guidance by Taylor. What seemed confusing was clearly explained and I was guided through the process. Couldn't have asked for better assistance.

Gareth was very thorough and helpful with the advice he gave. I was able to come to a decision about my investments.