Archived article: This article was correct at the time of publishing. Tax, investments and pension rules can change over time so the information below may not be current.

Financial Planning

Is your broker wealth manager or pension provider withdrawing their services?

Has your wealth manager or broker recently announced plans to withdraw the service they currently provide to you because your account is below a certain size? Or maybe a fund management company has written to tell you that they have decided to close their in house pension or ISA and have requested that you move elsewhere? If that’s the case and you are looking for a new home for your investments then we would be delighted to hear from you.

At Tilney Bestinvest we support investors from regular monthly savers through to investors with very substantial portfolios.  We offer a range of services, whether you want the support of a qualified adviser, would like us to manage your portfolio for you, or if you prefer to make your own investment decisions.                                         

Our investment management solutions are available for clients with just £500 upwards to invest and we select the funds that our research team believes have the potential to significantly outperform over the long term alongside passive investments in the markets where our team believes these might be the right choice. Our selection of funds is based firmly on our investment views and you can rest assured that we don’t restrict clients to portfolios solely comprised of index tracker funds just because the size of their portfolio is below a certain threshold. Whether you are an investor with a very large portfolio, or taking your first steps to build a long term investment plan, we want you to be able to benefit from our highest conviction investment ideas through our Multi-asset Portfolio funds and our Managed Portfolio Service.

For those who like to choose and manage their own investments, our award winning Online Investment Services offers access to an extensive choice of thousands of funds, investment trusts and UK shares with highly competitive account fees of just 0.3% per annum for Self-invested Personal Pensions and 0.4% for Individual Savings Accounts, which reduce as your accounts grow in size. We charge no transaction fees for funds and our UK share dealing fee is a highly competitive flat charge of just £7.50 per trade. Don’t just take our word for it, we were named Best Low-Cost SIPP Provider and Stockbroker of the Year in the 2014 Investors Chronicle and Financial Times Investment and Wealth Management awards.

Whether you would like us to manage your investments, or prefer to manage them yourself it is easy to transfer your investments to our services. Once you have completed the required transfer forms, our team will contact your existing providers and manage the transfer process for there. If there are costs involved, such as exit penalties, we will help mitigate these up to the value of £500.*

Whichever service you decide is right for you, we will provide you with access to a consolidated view of your investments around the clock from our secure website and you will be able to talk to friendly, professional staff.

Why not put us to the test now by calling our team on 020 7189 9999 to discuss your requirements and how we might be able to support you?


Important Information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This article does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Past performance is not a guide to future performance.

Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. SIPPs are not suitable for everyone. If you don’t want to invest across different asset classes or don’t think you will make use of the investment choices that SIPPs give you then a SIPP might not be right for you. Self-directed investors should regularly review their SIPP portfolio, or seek professional advice, to ensure that the underlying investments remain in line with their pension objectives.

*Exit fees may apply if you decide to leave Bestinvest. 




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