{"name":"Bestinvest","domain":"bestinvest.co.uk","url":"https://optimly.ai/brand/bestinvest","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"UK online investment platform offering investment accounts, pensions, ISAs, shares, funds, ETFs, Ready-made Portfolios and free investment coaching.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"description","label":"Description","shape":"text","content":"Bestinvest helps UK residents invest toward their goals through an online investment platform and mobile app. Customers can choose their own investments from thousands of shares and funds or use expert-managed Ready-made Portfolios from its parent company, Evelyn Partners.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"Help investors make the most of their money and find a path to their investment goals through expert coaching, planning tools and investment services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://bestinvest.co.uk","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Clear, accessible, supportive and educational, with an emphasis on simplicity, transparency and informed decision-making.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1986","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Evelyn Partners","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Bestinvest helps people understand, start and manage investing, choose suitable account types and investments, plan toward financial goals, and access guidance without receiving specific investment advice from its Coaches.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Online investment platform and mobile app\nInvestment account opening and transfers\nAccess to UK and US shares, funds, ETFs and Investment Trusts\nReady-made Portfolios managed by Evelyn Partners\nFree investment coaching for Bestinvest clients\nGoal planning and investment planning tools\nInvestment research, fund factsheets, guides and market insights\nOnline US share trading","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Stocks & Shares ISA\nSelf-invested Personal Pension (SIPP)\nInvestment account\nJunior Stocks & Shares ISA\nJunior SIPP\nReady-made Portfolios\nUK shares\nUS shares","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"It is free to open an account and transfer investments. Service fees are tiered; the site states annual service fees are capped at 0.4% for funds and UK shares and 0.2% for risk-rated Ready-made Portfolios. Ready-made Portfolio fees start from 0.2%. Online share dealing is £4.95 per trade for the Investment Account. US shares have no online dealing fee, a 0.95% foreign exchange fee per trade and a maximum 0.2% service fee; telephone orders cost £30 per deal. Most investments require a minimum of £50, and investing can start from £50 a month. Other fees and underlying fund charges may apply.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, investment platforms and wealth management.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individuals aged 18 or over who are UK residents or UK tax residents, including new and experienced investors, pension savers and parents investing for children. Free coaching is available to existing Bestinvest clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"UK-based individual investors seeking a simple, low-cost online platform to invest through ISAs, pensions or general investment accounts, either by selecting their own investments or using expert-managed portfolios. Particularly suitable for people who want educational support and goal planning but not specific investment advice from a Coach.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Starting to invest for the first time\nInvesting through a Stocks & Shares ISA\nSaving for retirement through a SIPP\nInvesting without annual ISA or pension limits through an Investment Account\nInvesting for children through a Junior ISA or Junior SIPP\nBuilding a self-directed portfolio of shares, funds, ETFs and Investment Trusts\nInvesting in US shares\nTransferring existing investments to consolidate holdings or potentially reduce fees","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Greater understanding of investing and investment options\nA clearer plan for working toward investment goals\nAccess to a broad range of investments in one platform\nConvenient online account opening and investment management\nProfessional management through Ready-made Portfolios\nMore confidence making investment decisions\nPotentially lower investment costs through tiered fees and transfers\nAbility to invest tax-efficiently through ISAs and pensions","source_type":"1p_website","source_label":"Brand's website","source_url":"https://bestinvest.co.uk","updated_at":"2026-11-07T06:46:40.402938+00:00"}]}],"last_refreshed_at":"2026-11-07T06:46:40.463973+00:00","last_changed_at":"2026-11-07T06:46:40.473736+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=ae0b302f-102a-4a33-b132-8aa2333091c8"}