Investment coaching
Our Coaches can help with your investment goals. All for no charge.
The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
What is Investment coaching?
Our Investment coaching service aims to help existing and prospective clients understand all aspects of investing so they can achieve their long-term goals. It is an online service usually conducted over a video or phone call with a member of our coaching team and it's free.
What can a Coach help you with?
Goal planning
If you’re new to investing, we can talk through your goals and plan how you might achieve them.
Professional expertise
Experienced investors can benefit from our Coaches’ expert knowledge on what’s happening in the markets.
Big decisions
If you’re simply looking for reassurance that you’re on the right track, why not run your ideas past a Coach?
Investment strategy
Your Coach can run you through some key questions on whether your investment strategy is aligned to your investment goals and how to make sure you’re set up for success.
What can't a Coach help you with?
A Coach can guide and educate you on fundamental investing principles, help you understand the investing landscape and your attitude to risk as well as inform you about the range of investments we offer. But importantly, they cannot give you specific investment advice.
If you are looking for specific investment advice, there are two options:
- Explore our one-off low cost advice package (Portfolio Health Check) - this advice service is for investors who already hold money on Bestinvest. See more information here.
- Speak to an expert from our parent company, Evelyn Partners, one of the UK's largest wealth management firms with over 200 years of experience. You can book an initial consultation here.
How does it work?
You can book a session with a Coach whether you're an existing Bestinvest client or not. Here's how it works:
Step 1
Book your session online
Pick the time and date that suits you best and fill in a few details. We use Calendly for the booking process so when you book a session our Coaches will get instantly notified and you will also receive text and email reminders ahead of your session.
Step 2
Prepare for your session
There's not lots of prep to do but to help our Coaches understand your objectives we ask you to complete a couple of questionnaires.
If you're an existing Bestinvest client, you can complete these online in the Coaching section of your account.
Step 3
Talk with your Coach
Your session will be conducted over video or phone call, based off your preference, and will last roughly an hour. After the session, your Coach will follow up with a summary of your discussion.
Who are our Coaches?
Meet Gareth, Head of Bestinvest Coaching
Gareth looks after our small team of five Coaches who are based across the UK and is a passionate Coach himself.
Gareth and the rest of the team hold the Level 4 qualification in financial planning from the Chartered Insurance Institute (CII).
"I really enjoy being able to coach clients with different backgrounds and personal stories. Helping others at different stages of life achieve financial goals and reduce any worries is hugely rewarding."
When might you speak to a Coach?
Getting started with investing
If you've recently started investing, you might benefit from a session with a Coach to understand some of the basic concepts of investing and our coaches can give you a demo of the Bestinvest platform key features and functionality.
Understanding your ISA allowances
Many people get into investing through Stocks & Shares ISAs. But are you making the most of your allowance? And are your investments meeting your objective? Book a free coaching session and we’ll help you take stock.
Gauging your attitude to risk
We’ll be happy to talk you through the investment landscape, analyse your attitude to risk and see what products or investments may be suitable for you. We can also examine whether you’re investing as tax-efficiently as possible.
Planning your retirement
Maybe you’re wondering about investing with a SIPP? Or perhaps you have a number of different workplace pensions? We can help you explore your options and draw up a plan for life after work.
See how coaching is helping people
Coaching FAQs
What is a Coach?
Our Coaches are trained to give you general guidance to help with your investing. This may include information about different types of investments or principles for you to follow.
What qualifications do our Coaches have?
All our Coaches hold the Level 4 qualification in financial planning from the Chartered Insurance Institute (CII).
What should I bring to my Coaching session?
To make sure your coaching session is as effective as possible, please bring details of any investments you may already have. This includes everything from workplace pensions to ISAs, SIPPs and investment accounts.
Book your free coaching session
With a free, 45-minute coaching session you can talk through your investment strategy and see how Bestinvest can help you reach your goals. No obligation and no strings attached.