Bestinvest Arvostelua 

I recently had pre arranged Teams meetings with Marc Fryer from Bestinvest to help me my initial investment options and practical assistance with the Bestinvest.co.uk software, this was for the investment of my pension lump sum, this level of investment has been a real worry for me and Marc was fantastic; simplifying, explaining, demonstrating, comparing and answering a raft of my questions in a relaxed and reassuring manner. Great service. Thank you.

TLDR: high fees, poor service

Have been a BestInvest user for a number of years but am now switching all my accounts away, due to a few reasons:

1) a review of ISA charges shows they are ludicrously uncompetitive, particularly for larger self managed accounts. I am going to save hundreds of pounds a year by switching to another major provider. I raised the fees with them to see if there was some flexibility but they didn't seem to care

2) I recently opened a junior IsA for my son, and never managed to get access. A ticket was passed to their IT team, which was then completely ignored and required to me to ring again..I chose to close the account

3) for both the above, whilst the team members I spoke to were helpful, there appeared to be no retention policy or apology for the inconvenience

Knowledgable and very helpful advisor. Answered all my questions and followed up with some further useful material.

This platform is expensive with legacy tech. The platform has no consistency with its functionality. When I cancel a limit order, sometimes I can trade the stock: others not.

Customer service is poor. There was an outage on the platform which made me miss cut-off times for a trade. It was their fault so they backdated the trade. Their responses to my complaint sounded as though it was my fault and they were doing me a favour by backdating it.

When rasing concerns about timeliness of execution, they have not bothered to reply. When I have then raised it as a complaint, they have not bothered to reply. They only took it seriously when I raised it to the Ombudsman.

I have also noted unit prices csn be a day out-of-date. Their response is its not their fault. If I can get the prices elsewhere, its their feed thst is failing - who else's fault can it be?

As someone who works in the industry, I am really unimpressed with their costs, operations and compliance.

I closed my account and you should not open one or transfer

Now that I am on board with Best Invest i would like to show my appreciation to Mellissa for her knowledgeable session discussing all my financial questions.

I have recently tried to transfer a SIPP pension from Bestinvest and further transfer funds from my employer into the same pot with AJ Bell. Bestinvest and AJ Bell are hopeless or maybe nefarious,for all their alleged review stars both are awful. Try to avoid thes companies at all costs. They reverted from Bestinvest advising that my reference is incorrect which it isn’t. They are virtually impossible to contact easily. I have been merely told to re apply on line meantime my money is floating about somewhere losing investment potential/interest. BE VERY CAREFUL WITH THESE COMPANIES. They have taken no interest in my complaint, ARE THEY SCAMMERS ?… Bestinvest reference B1879053. These 2 companies are worthy of being reported to the FSA maybe even the Police, for clandestine retention of my pension fund and failing to transfer.
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Colin was very helpful and addressed all my questions fully. I am happy with the service provided - allows me to invest independently but with some general guidance about what I should take into account when making decisions.

The coaching session was useful to make me understand risks involved and what tools to use to make a decision in dropping and choosing funds.

Some pointer to poor and performing fund would be useful, but I was explained that service is not available at all.

Melisa was very helpful however, unfortunately, their sister company, Evelyn, were unable to provide me with advice, as the portfolio I am a trustee for is too small. Only suitable for investors with £150,000 or more, therefore their advice offering is limited, hence the score.

I had great service from Colin at Best Invest. He was informative and gave me some sound guidance on the various ways I can invest my money. Would recommend anyone to get in touch with Best Invest.

Collin is knowledgeable and understands how to explain scenarios to parents that require support for their kids JISA. After the call I was able to have more understanding of what I have read

My first (chosen slightly randomly) and main investing platform. While they will not be the cheapest and there can be the occassional tech issue over the last 8 years I have found them a very reliable service. In addition their free coaching sessions are second to none with a very handy summary follow up that condensed the main points that came up. Colin was knowledgeable and helped firm up plans I had already been thinking about and was able to answer almost everything I threw at him. Would highly recommend especially for those with prior investing experience but suitable for all.

All my questions were answered fully with an email afterwards to supply the requested information.

Melissa was very patient and kind and helped me decide how to get the most out of my investments.
She was very knowledgeable and professional.

Melissa was very open and helpful agreeing to send me some information after our session. Which she did.

This was the first time I had booked a free appointment with an Investment Coach and I was very pleased with the whole process and the information that he gave me. I had a few specific questions that couldn't be answered by reading general information about investing, and I wanted feedback from an investments professional rather than trusting my questions to AI.

Marc was very clear, helpful and friendly. He showed me data relating to my questions that was really useful in aiding me to make my own informed choices moving forward. He listened when I explained my perspective and what I was hoping to achieve, and I felt that he understood what I was getting at and provided meaningful information which aligned with that. In future I will definitely book another session when I feel that I need one for further guidance.

Very helpful and informative. Just what i needed to know.

Pleasant experience, contact was professional methodical and explained the relevant issues clearly.

I set up a coaching session with quite low expectations. This proved wrong Colin was able to answer all our questions and when I couldn’t do this during the call he followed up everything requested by email.

My needs were carefully listened to, quickly identified and met