Bestinvest

What Bestinvest does

Bestinvest is a UK-focused online investment platform founded in 1986, currently operating as a trading name of Evelyn Partners Investment Management Services Limited within the Evelyn Partners Group, which is itself part of NatWest Group. The platform serves UK retail investors (18+, UK residents only) through execution-only investment accounts, including Stocks & Shares ISAs, Junior ISAs, Self-Invested Personal Pensions (SIPPs), Junior SIPPs, General Investment Accounts, Bare Trusts, Discretionary Trusts, and SSAS Pensions. It combines self-serve digital account opening (completable in under 10 minutes) with free investment coaching delivered by CII Level 4-qualified coaches, and reports £3.5bn+ assets under administration and 50,000+ clients as of 31 December 2025.

The technology stack is a web platform plus iOS/Android mobile applications, fronted by an investment search tool covering 3,000+ instruments (1,800+ funds, 1,200+ shares, 530+ ETFs, 230+ investment trusts). Custody is outsourced to SEI Investments, SIPP administration to EBS, and international (US) share settlement to CREST Depository Interests (CDIs) enabling GBP settlement of US securities. Differentiated product features include Ready-made Portfolios (Smart, Expert, Direct variants) constructed and managed by Evelyn Partners' investment teams, and the trademarked The Best™ Funds List, a proprietary fund-selection methodology. The platform is FCA-authorised (FRN 165169) and the parent group holds SEC Investment Adviser registration.

Revenue is generated primarily through tiered annual service fees on assets under administration: 0.2% on Ready-made Portfolios and US shares up to £250,000 (reducing to 0.1% between £500,000 and £1,000,000 and free above £1,000,000), and 0.4% on other investments up to £250,000, with a £10/month SIPP minimum. Transactional revenue comes from £4.95 online / £30 telephone UK share dealing fees and a 0.95% foreign exchange fee on US share trades, while fund transactions carry no dealing fee. Distribution is direct-to-consumer via website, mobile apps, and content-led marketing, with no physical branches and no enterprise/B2B channel. Geographic scope is exclusively the United Kingdom.

Name

Bestinvest

Legal name

Evelyn Partners Investment Management Services Limited

Website

http://www.bestinvest.co.uk

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Short description

Bestinvest is a UK-focused online investment platform serving 50,000+ retail investors with ISAs, SIPPs, and general investment accounts, combining self-serve digital investing with free expert coaching and access to 3,000+ investments.

Ownership category

akta.pro rank

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Annual Service Fees: Tiered annual service fees charged as a percentage of assets under administration. For Ready-made Portfolios and US shares: 0.2% up to £250,000, reducing to 0.1% for £500,000-£1,000,000, with no charge over £1,000,000. For other investments: 0.4% up to £250,000. SIPP accounts have a minimum £10 per month (£120 per year) fee.
2. UK Share Dealing Fees: Online UK share dealing at £4.95 per trade flat rate. Telephone dealing at £30 per trade. No dealing fee for fund transactions.
3. US Share Foreign Exchange Fees: 0.95% foreign exchange fee per transaction for buying and selling US shares. No FX fee on dividend reinvestment or payout. No dealing fee for US shares.
4. SIPPs and Retirement Account Fees: SIPP accounts subject to tiered annual service fees with minimum £10/month. Pension transfers free with exit fee reimbursement up to £500.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Bestinvest is an execution-only online investment platform that lets UK retail investors open and trade tax-efficient accounts — Stocks & Shares ISAs, Junior ISAs, SIPPs, Junior SIPPs, general Investment Accounts, Bare/Discretionary Trusts and SSAS pensions — accessing more than 3,000 funds, shares, ETFs and investment trusts, with optional Ready-made Portfolios managed by Evelyn Partners experts and free non-regulated investment coaching.

Product overview

Bestinvest is an online investment platform offering a unified suite of tax-efficient accounts and investment products. The core offering centers on execution-only investment accounts (ISAs, SIPPs, and General Investment Accounts) complemented by managed Ready-made Portfolios built by parent company Evelyn Partners. The platform provides access to over 3,000 investment options including funds, shares, ETFs, and investment trusts, with additional services including free investment coaching, a curated Best™ Funds List, and US share trading via CDI. The architecture follows a platform-plus-modules model where the core account products serve as the foundation, with fee-based trading services, managed portfolios, and advisory coaching as complementary add-ons.

Differentiator

Problem solved

Functional benefit

Brands

• Best SIPP: Self-invested Personal Pension (SIPP) product offered by Bestinvest
• The Best Funds List

Products and services

• Stocks & Shares ISA Tax-efficient investment account allowing UK residents to invest up to £20,000 annually tax-free, with flexible withdrawals and re-contributions within the same tax year.
• Junior Stocks & Shares ISA

Quantifiable outcome

• 50,000+ clients
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• Evelyn Partners (Parent Company)flagshipStrategic or Co-development PartnerBestinvest is a trading name of Evelyn Partners Investment Management Services Limited. Ready-made Portfolios are built and managed by Evelyn Partners investment experts. Evelyn Partners provides investment management expertise, brand, and regulatory infrastructure. The Evelyn Partners group includes 14 regulated entities authorized by the FCA.
• SEI (SEI Investments)coreOthersSEI serves as the primary custodian for Bestinvest client assets. Handles asset custody, settlement, dividend processing, and platform infrastructure. Interest rates on cash balances are set by SEI. SEI provides institutional-grade custody services enabling retail investor access.
• EBS (Employee Benefit Solutions)coreOthersEBS serves as the pension administrator for Best SIPP accounts, handling SIPP-specific administration, W-8BEN-E processing for US share trading in SIPPs, and pension transfer documentation. Located in Bracknell.
• CREST (Euroclear)coreTechnology or IntegrationCREST electronic settlement system enables trading of international shares. Bestinvest uses CREST Depository Interests (CDIs) to allow UK investors to trade US shares, settling transactions in GBP through the UK settlement infrastructure.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/bestinvest
• YouTubeyoutube.com/channel/UCo_WIfhObaDqnKx-V6ptfxA
• Facebookfacebook.com/tilneybestinvest
• LinkedInlinkedin.com/company/bestinvest
• Instagraminstagram.com/bestinvestofficial

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bestinvest