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Bestinvest

Bestinvest
1986 FOUNDED
PRIVATE STATUS
41-50 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
2 FINANCING ROUNDS
9 INVESTMENTS
Description

Provider of investment advisory services. The company provides financial planning and investment and wealth management services, as well as online investor services for ISAs, self-invested personal pensions, funds and shares.

Formerly Known As
Bestinvest Brokers
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Brokerage
Primary Office
  • 6 Chesterfield Gardens
  • London W1J 5BQ
  • England, United Kingdom

+44 020 0000 0000

Bestinvest Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Bestinvest Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000000 0000000 Corporate Backed or Acquired Bristol, United Kingdom 0000 00000000000
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Bestinvest Investments & Acquisitions (9)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 01-Aug-2016 0000000000 00000 Asset Management 00000 000000 0000
000000000 00000 00 03-May-2016 0000000000 000.00 Asset Management 00000 000000 0000
0000 000000 & 0000 26-Aug-2015 0000000000 Life and Health Insurance 00000 000000 0000
000000 00000 05-Aug-2014 0000000000 Asset Management 00000 00000000
HW Financial Service 15-Jan-2010 Buyout/LBO Consulting Services (B2B) 0000 000000
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Bestinvest Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
00000000 00000 01-Jan-2005 000000000000000000 Completed
  • 0000000000
Lovat Insurance Brokers 01-Jan-2004 Merger/Acquisition Completed
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Bestinvest Subsidiaries (2)

Company Name Industry Location Founded
Webb Holton & Associates Life and Health Insurance Birmingham, United Kingdom 1980
000000 00000 Asset Management London, United Kingdom 0000
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Bestinvest Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Bestinvest Executive Team (15)

Name Title Board
Seat
Contact
Info
Donald William Sherret Reid Chief Operating Officer
Rebecca Doble Financial Planner
Christopher Woodhouse Chief Executive Officer
Richard Dawes Managing Director
Martin King Managing Director, Investment Management

5 Former Executives

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Bestinvest Board Members (8)

Name Representing Role Since Contact
Info
0000 0000000 Self Board Member and Head of Investment Management, England 000 0000
00000 00000000 Tilney Group Board Member 000 0000
00000 000000 Permira Board Member 000 0000
0000 00000 Self Non-Executive Director 000 0000
000 000000 Self Board Member and Chief Commercial Officer 000 0000

2 Former Board Members

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