Brief Description

Bestinvest Is An Investment And Financial Coaching Firm Based In London. It Primarily Provides Execution-only Investment Services To Private Investors, As Well As Financial Planning, Investment Management And Investment Advisory Services As Part Of The Evelyn Partners Group. Bestinvest By Evelyn Partners Is The Trade Name Of Evelyn Partners Investment Management Services Limited, Which Claims To Be Authorised And Regulated By The Financial Conduct Authority, However No Regulatory Information Has Been Found For It. Financial Services Are Provided By Evelyn Partners Investment Management Services Limited And May Be Provided By Other Companies In The Evelyn Partners Group. Coaches And Trusts Are Not Regulated By The Financial Conduct Authority. Available To UK Investors Only.

Product Introduction

Bestinvest By Evelyn Partners Offers A Range Of Investment Products And Services Designed To Meet The Needs Of Different Investors. Here Are Some Of The Main Products And Services:

Fund Investing: Bestinvest Offers A Wide Range Of Fund Options, Including Actively Managed Funds And Passively Managed Funds (such As Index Funds) To Meet Investors With Different Risk Appetite And Investment Objectives.

Stocks And Bonds: Investors Can Invest Directly In Individual Stocks And Bonds To Build A Diversified Portfolio.

Investment Trusts: Bestinvest Offers A Variety Of Investment Trusts That Allow Investors To Participate In A Variety Of Asset Classes Through Professionally Managed Portfolios.

Personal Savings Account (ISA): Offers A Stock And Share ISA That Allows Investors To Invest In A Tax-free Environment And Maximize Investment Returns.

Self-Invested Personal Pension (SIPP): Provides Flexible Pension Investment Options For Investors Who Wish To Manage Their Own Retirement.

Portfolio Management Services: Bestinvest Provides Professional Portfolio Management Services Including Threat And Risk Assessment And Asset Allocation Advice To Help Investors Achieve Their Financial Goals.

Investment Advice And Research: The Platform Provides A Wealth Of Market Research, Investment Advice And Analytical Tools To Help Investors Make Informed Investment Decisions.

Education And Support: Bestinvest Offers A Range Of Educational Resources And Customer Support Services To Help Investors Improve Their Investment Knowledge And Skills.

These Products And Services Make Bestinvest A Comprehensive Investment Platform Suitable For Investors From Beginners To Experienced Investors. When Choosing The Right Products And Services, Investors Should Be Evaluated Based On Their Financial Goals, Risk Tolerance And Investment Experience.

Introduction To Fees

Our Fees Apply To All Account Types Including ISA, Junior ISA, Investment Account And SIPP With Some Further Conditions Around SIPP. If You Hold An Investment, A Service Fee Is Required. If You Buy Or Sell Stocks Or Exchange Traded Funds (ETFs), You May Also Be Required To Pay Transaction Fees. Depending On The Individual Investments You Make, There May Be Other Fees, Such As The Fund's Continuing Fee Number (OCF) And Stamp Duty On Shares.

Service Charge

Service Charge Is An Annual Fee For Using The Investment Platform. Bestinvest Is Charged On An Annual Basis And Deducted On A Monthly Basis. Bestinvest's Service Fees Are Tiered, Meaning That The Higher The Balance, The Lower The Rate You Pay. Service Fees Are Also Reduced From 0.2% To 0.2% For Ready-made Portfolios And US Equities Invested In Bestinvest. Service Fees For Third-party Funds And UK Equity Investments Are Reduced From 0.4% To 0.4%. The Service Charge Applies To The Value Of The Investment Within That Tier.

There Are Four Ways To Charge The Service Charge Each For Ready-made Portfolio Funds, US Equities As Well As Other Funds And UK Equities. Please Refer To The Official Website For Details. Https://www.bestinvest.co.uk/

Bestinvest's SIPP Has A Minimum Service Charge Of £10 Per Month, Excluding Children's SIPP, Which Means You Can Pay More Than The Above Service Charges. Read More About Our Low-cost SIPP Charges. There Is No Minimum Service Charge For ISA, Junior ISA Or Investment Accounts.

Trading Fees

Trading Fees Are Charged When You Buy Or Sell ETFs, UK Equities And Other Non-fund Investments. For Buying And Selling UK Stocks And ETFs, Bestinvest Charges A Fee Of £4.95, Which Is One Of The Lowest Fees On The Market. For Buying And Selling US Stocks, We Do Not Charge Online Trading Fees, But Charge A 0.95% Foreign Exchange (FX) Fee. This Makes Us One Of The Cheapest Platforms To Trade US Stocks. At Bestinvest, There Are Also No Fees For Buying Or Selling Funds.

In Addition To The Above Fees, Funds And ETFs Have An Ongoing Fee Figure (OCF). This Fee Is Specific To Each Fund And Is Set By The Fund Manager.