Coaching FAQs

A coach can guide you and give you hints and tips about your investing options. They can help you with things like setting up a financial plan, using your tax allowances and different ways to invest.

If you’re looking for personalised investment recommendations, your coach will be happy to put you in touch with the right expert for one of our low-cost, one-off advice packages, which have no ongoing commitment.

If you’re already a Bestinvest client:

• If you’re on your desktop, log in to your account and click on ‘Book an appointment’ on the top right-hand side of the screen. If you’re on your mobile you’ll see it when you tap on the menu.
• Pick a date and time, then fill in a few details about what you want to achieve with your coaching, and how you’d like to be contacted (we normally do video calls, but we can phone you too).
• When you click ‘Schedule event’ we’ll confirm your appointment and who you’ll be talking to.

If you’re thinking about opening a Bestinvest account: 

You can still have a free coaching session before you sign up. You can book a session on our Coaching page.

No, there’s no limit! While our coaches are very friendly, most people find that they get all they need from their first session.

It’s free!

We usually do our calls by video, but if you prefer a phone call let us know when you book.

If you’d rather see someone in person, we can also put you in touch with the right team or go to our Advice page to see what we offer.