Bestinvest Review

Overall the web site is good, useful analysis tools, sound guidance documents and research that seems reliable. They used to publish tactical asset allocation models, but these disappeared from the web site about a year ago without explanation or apology. Customer service OK but I agree with others that it has declined since merger with Tilney. Web site can be very slow at times. No mobile app which is disappointing. I used to enjoy their seminar once a year including an excellent buffet lunch, but none recently due to covid.

18/02/2021

Slightly clunky website and fees at the higher end for large portfolios. I find the Premier Selection of top rated funds to be a useful document. So far their managed fund has done slightly better than 3 others taken out last Autumn. (Medium Risk) Good support from their staff when assessing which multi asset managed fund was appropriate.

12/02/2021

Only problem was for them to work out and then explain my tax liability. Drawdown itself is fine The Reviewer is Post-retirement age.

13/11/2020

Seem to have drifted from the more personal touch over the years and although they provide everything you pay for the privilege.

24/10/2020

I've been with them for umpteen years. They were good until Tilney got at them, and now they have lost some of their edge. But even so, I think they are a very good choice. They have to rely on some other investment services to get the prices and ratings, and I can never get clear whether the prices are those applying at that very moment in time, or whether if you make a purchase that price is fixed for the rest of the day. A little more explanation as to how their system operates would be useful.

23/10/2020

Now Tilney. Good service

18/10/2020

Not so good now that Tilney have taken it over, perhaps. And my actual pension payments are a bit irregular, which possibly is due to coronavirus problems. But sale and purchase transaction are in general good and straightforward.

17/10/2020

OK for funds but really difficult for shares - sometimes trades don't go through or it is not possible to sell for no good reason The Reviewer is Post-retirement age.

17/10/2020

Was better before Tilney , Dog fund useful - research reasonable but factsheets not particularly user friendly , and site cuts you off if you are reading the factsheet for more that 3 or 4 mins

16/10/2020

Service is fine - everything works and they offer a wide range of funds. They charge a % fee so it gets pricey for large accounts.

16/10/2020

Expensive. No bestinvest App. The Tilley App was by far the worst I’ve ever experienced. Clunky and slow website. You hold your breath when placing a trade as many don’t go through. Have been a Client for many years with a seven figure plus SIPP account. The Reviewer is Post-retirement age.

16/10/2020

Low commission rates.Helpful real people you can talk too when you have a query.Good returns on investments The Reviewer is Post-retirement age.

16/10/2020

Invested my pension into a SIPP with Bestinvest. What a bad, bad move that was. Started off great started to see my money grow for a couple of months and then bam, it dropped like a stone, recovered to where it started off from, but now I dread to look at it as it just makes nothing. I should have trusted other reviews where they nearly all said do not go with them, trust me, avoid this company with your pension funds.

27/06/2020

Best Invest, more like WORST INVEST. Moved my pension to a growth portfolio, what a huge mistake, it has lost a fortune, let's put it like this - I will struggle to retire with what they have lost for me & I have 12 years till I retire, so work it out for yourselves ladies & gentlemen, avoid this company like the plague.

04/04/2020

Previously held my investments with SJP since the negative publicity around the company I decided to shop around for other wealth managers and was recommended to the Tilney Group. I have both managed investments and also investments I prefer to look after myself. Instead of having to take my own investments to another provider was referred to Bestinvest within Tilney which I must say has an excellent platform along with detailed informative information on their website and that's not all, the servicing team was excellent in guiding me through the tools and discussing options. Thanks

17/01/2020

Always been happy with Bestinvest. The website is intuitive and the research clearly laid out. Kudos goes to them re the recent Woodford debacle also which can't be said for some in the industry. The telephone team are always keen to help in my experience. No complaints at all.

15/01/2020

The website is quite good. Not as good as Hargreaves, but still very good. Easy to navigate and reasonably intuitive. The main downside that it’s really difficult to see on an iPad. So small that I need my glasses, which I don’t with Fidelity or Hargreaves. You can link accounts to view, but you can’t actually carry out trades on behalf of other people, unlike with Hargreaves. I’ve only had to call them once, and when I did the service was good and helpful.

06/01/2020

They charge a hefty commission, and be warned that withdrawing your money can be a nightmare - there are so many hoops to jump through, you can't just get it out.

08/04/2019

In depth research. Historically, they were a bit snooty on the phone.

19/12/2018

Reliable and efficient. Sound (if conservative) advice IS freely available on website. Fees are high - i had to negotiate them down.

19/12/2018

I've invested and used this company for 25 years. I like the fact that I can contact them on the phone and have my queries sorted quickly. Their research is very helpful and up to date. I'm very happy with their service.

05/09/2018

Very good analysis and tools, lots of articles and real people at the end of the phone, plus they hold events around the country, so you aren't just dealing with a faceless website. Not the cheapest but worth it for the service and extras. Unlike HL they don't drown you with incessant marketing.

12/06/2018

Easy to open an account and transfer in monies from cash ISAs. Website is not great and charges are quite high.

30/01/2018

It's not particularly easy to work out what is going on when setting up payments etc. It's early days but the returns are not particularly exciting at the moment!

30/01/2018

Costs for SIPP too high. Website too complicated. Customer service poor.

30/01/2018

Not a lot.

30/01/2018

I like the research facility where I can make my own choices and the overall portfolio weighting recommendations so I can see if I am over/under in various asset classes.

30/01/2018

Tilney takeover has changed them for the worse.

30/01/2018

Ease of selling or swapping funds. Needs a more intuitive website.

30/01/2018

Stop sending so many paper letters.

30/01/2018

Efficient, and a wide choice of funds available. I have a large investment with them but had to ask for a discount on their normal charges. Otherwise they would be relatively expensive for a large holding.

30/01/2018

Easy internet access.

30/01/2018

Relatively good online experience. Marketing, research pieces well put together and interesting. Improvements are slicker website and navigation, particularly buying and selling investments. Hargreaves Lansdown is my benchmark so being a bit picky!

30/01/2018

Research can be clunky. Minimum amounts needed in order to buy funds or trusts is variable and complicated.

30/01/2018

Very expensive for stocks and shares ISA over �50k. Website information is not good.

30/01/2018

Recommendations and analysis. Trading website is difficult to use. e.g. If you're making a sale and reinvesting in several unit trusts you have to type each one in again.

30/01/2018

Better website for research and a mobile app.

30/01/2018

The Bestinvest website is simple, clear and very easy to use. I have been an execution-only client of theirs for many years and often recommend the service to family and friends. If I ever have any questions there is a great team on hand to help me over the telephone. They have always provided me with top class customer service. Fees are very competitive and there is a wide range of investment options available.

28/09/2017

They have not always answered my emails. Need clearer guidance on how to operate your account.

26/09/2017

Appear to spend a lot on PR / seminars etc. but lacking in substance. SIPP charges high, service poor. Website 'noisy' and tedious to navigate.

26/09/2017

Simple.

26/09/2017

I found the servicing team were really helpful, site easy to use and the research is great and lots of it. I'd recommend.

25/09/2017

Terrible customer service, rude, inaccessible, no help or information given. Really unhappy as this was my first dip into the investing waters.

11/07/2017

Need better research facilities on their website.

04/07/2017

I like the availability of suggested funds and reasoning. Its hard work on the website buying more of an already held investment. Its expensive for larger holdings which has made me consider moving.

04/07/2017

Good value for pensions, but not good value for stocks and shares ISAs if one has a large holding and doesn't intend to chop and change and is happy to do one's own research. I wouldn't have moved my ISAs if the costs had been less.

04/07/2017

Good investment research and information including the coverage of trusts. Lower charges would improve the service. Overall definitely above average.

04/07/2017

I am lucky because when they go wrong the guy who does my discretionary measurement will sort them out. The OIS provision is contracted out and the service of the contracted provider is poor. When a fund in which I had a holding was liquidated I wasn't told at all.

04/07/2017

I like the ease of access, lots of useful research material, good value for money and excellent customer service. No mobile app though.

04/07/2017

Great research and low fees. The website could be updated though it�s a bit messy in places.

04/07/2017

The customer service is always excellent, always treated with care & courtesy. Also very good value for money. Significantly better all round than other providers I've used.

04/07/2017

Clean, concise website. Prompt response to enquiries, easy to understand what they are doinf on my behalf. Perhaps the service could be a bit more personal at times but I've always used Bestinvest and I'm quite satisfied on the whole.

04/07/2017

Some aspects of the website are good and some could be improved. Compares favourably overall.

04/07/2017

Ease of use is good but there is no mobile app. Compares well to other services.

04/07/2017

Excellent service, reliability and research although very expensive for large holdings.

04/07/2017

Easy to use with excellent customer service. Is there a mobile app?

04/07/2017

Easy to use website. Maybe there could be more analysis like Fidelity. Pretty good although I prefer Charles Stanley Direct.

T

04/07/2017

Its cheap. Would benefit from more research.

W

04/07/2017