Bestinvest Reviews

Investments | SIPPs | ISAs | Bestinvest

3.55
141 reviews
Great Rating
Based on 141 user experiences
All 5 ★ 4 ★ 3 ★ 2 ★ 1 ★ 😊 Positive 😐 Neutral 😞 Negative Reset Filter
J

Taylor was brilliant at helping me with

Taylor was brilliant at helping me with my questions she gave me all the information I needed and everything was clear from one simple phone call
A

Clearing the head

My coach Alicja was friendly knowledgable and understood my reason for asking help She explained what I wanted to know and the session ended with me feeling more aware of my situation and with a clear path of action
D

The website is easily accessible and

The website is easily accessible and has all the facts figures and processes necessary to review and manage my portfolio There is also phone support easily available should I need to talk to someone
M

Gareth our designated investment coach

Gareth our designated investment coach was a breath of fresh air He explains the system and processes clearly in terms we both understood and welcome change from previous experiences and with IFAs Thanks to initial time spent we have really been able to things along setting up our investments Highly recommended
R

Coaching chat with Harry Persad was

Coaching chat with Harry Persad was extremely useful for me Having transferred funds over from my IFA to Bestinvest I was keen to talk about options in broad terms Harry helped me to focus my thoughts and think of the options going forward
M

Excellent coaching call

I recently needed some guidance about my Bestinvest SIPP and ISA I booked a coaching session Speaking with Harry was informative and helpful I now have a plan of action and know where to turn if I have more questions
B

I had a coaching session with Alicja

I had a coaching session with Alicja who was extremelypleasant and professional She understood my questions and gave excellent advice If you have any financial queries I would recommend this service
M

Very useful session

Alicija was on time and was very helpful We talked about pensions and IHT - a major concern for me We also considered de-risking my SIPP and ISA and a likely timetable for doing so She followed up with a clear summary of our talk She was clearly on top of her subject and in all this was a very useful session
M

I found the recent financial coaching

I found the recent financial coaching session extremely useful and have already implemented some of what we discussed I found Josh to be extremely knowledgeable and is an asset to the company so thank you for your time
P

Great site for all whatever level of experience

easy to follow website excellent support - a delight to use Great

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