Bestinvest Arvostelua 

Beginning of March set about taking some cash out of my SIPP. Followed their instructions and confirmed several times that payment would be made 1st April - this was important to meet paying into ISA and using my tax allowance, non-worker, but state pension starting next tax year. Payment did not happen, was told I needed to supply paperwork to crystalise the amount to withdraw, hence all my pension planning down the drain. My complaint of losses was upheld and I got compension. Time to leave these jokers. Transferred SIPP across to another platform. Converted funds to cash to speed up the process, needn't have bothered, it took months. When my new platform received the cash it turns out BestInvest had stated all funds had been crystallised! The reason I didn't get the payment initially was because the SIPP was 100% uncrystalised. It has finally been put right. That's 7 months of worry, wrecked plans and out of market. Makes me laugh that if you want take cash from a pension you get fed beware of scams, pension wise advice, do you know what you are doing - seriously! Use these clowns at your own peril!

The coaching session was fine and all the correct routine questions were asked and answered. The markets are too volatile for me to make any changes at thos stage.I think I have the balance in my portfolio just about right. I am grateful for the guidance and have no doubt it will stand me in good stead going forward.

Very useful coaching session.
Answered all my questions around pensions, and gave pointers on other things to consider

Marc Fryer was extremely helpful throughout our coaching session. His knowledge seemed endless & whatever question we asked he was able to answer. His friendly, professional manner was appreciated by us both .

Marc Fryer (BI Coach) Understood my new change of outlook to investing and explained various options and investment strategies to achieve my goals. He pointed me toward the investment tools and a review of my pillars of investment. Also instruction on changing investments.

BestInvest is not best in class. Having accounts with some of BestInvest's competitors, I was intrigued to see how BestInvest compared. Poorly, is the honest answer.
Transfer of funds: It can take up to 3 working days for BestInvest to credit your account. Worse they appear to "lose the account reference" despite it being clearly shown on the payment. The payment process is effortless with competitors like AJ Bell. Customers should get same day payment. 1 out of 10!
Contract notes: Why can it take up to 3 working days for a contract note to appear on the account. It should be same day. 1 out of 10.
When setting up the account there was no single point in operations. You get through to a help line who have to liaise with ops. I must have dealt with 6 different staff members when asking for information. 1 out 10.
The nasty help line message. Most competitors these days say "calls will be recorded for training and monitoring purposes". BestInvest goes one step worse and also states, " we kindly remind you that abusive behaviour will not be tolerated and may result in the call being terminated". All in all, then not a client centric organisation but one that clearly sees the customer as having to be tolerated.

Good discussion of options I could consider as I switch from perm employment to a mix of drawing pensions and interim work. No hard sell and a worthwhile call.

Free coaching session provides valuable reminders and pointers on fund management - personalised and well targeted

I've just setup a SIPP with Bestinvest and the experience so far is poor. Like other reviewers have observed it seems that behind the app is a very slow manual process.

I transferred a pension contribution 2 weeks ago and it has yet to appear in my account. Apparently it should appear by next Monday, so in total will be 2.5 weeks to deposit funds.

Customer expectations are a lot higher than they were, filling in PDFs and waiting 2-3 weeks for funds to clear feels like something from 20 years ago.

Colin Murray was friendly but extremely professional and helpful. He even let me briefly talk about football as well as investing. A very positive experience

I am completely new to this kind of investing and Mark took me through all the aspects of the system; hewas extremely helpful and patient, thank you!

Useful general advice, helpful explanation of products available. A useful sounding board for investment strategies, with some general advice on areas to consider/review. A brief summary provided of some key points afterwards.

So first they take over 48 hours to action my request to sell funds and now it is going to take 3 weeks to get my pension payment!!! They are in the dark ages!!! AJ Bell is 3 days!!! My highly paid daughter is currently setting up a SIPP. Guess which provider she will be using?
In addition, their I.T. is appalling! I requested the sale of a fund and a message flashed up to say it had failed. I tried again and then discovered it had gone through twice.
I complained but my complaint was ignored.
Unbelievably, I pay for this appalling service!!!!!

Good sounding board for strategic change in investments to suit older age. Good listener, without a fixed agenda and suggested ideas to research and persue . The follow up email contained very generalised Bestinvest advice, but a sound checklist so as not to forget basic sensible rules on investing

Had a call with Marc. I was looking for some guidance. A great call with loads of information and guidance. I feel I can put a plan together now.

I was helped by Taylor who was extremely supportive, kind, patient highly knowledgeable and provided as much information as she could. She also followed up the call with useful and relevant documentation.
It was a very good experience speaking with her.

I have been with BestInvest for over 20 years and have always found them to be polite and helpful in all my dealings. Long may it continue as I am sure it will.

Everyone delivers ! Contact people that’s a first!! Understand and deal with my queries there are rather a lot.
Give sensible understandable advice.
Reasonable prices too. Can you ask for more?

Very friendly and informative. Great service would recommend