Consultation
Investment Portfolio Review
An independent read of existing funds and wrappers against your goals, risk comfort, and charges — without a sales push toward a new product shelf.
Who benefits
Investors who already hold funds in ISAs, general accounts, or SIPPs and want a second opinion on diversification, cost drag, and whether the mix still matches their timeline.
Deliverable
A structured review letter covering asset mix, overlapping holdings, observed charges, and suggested questions for your current provider. Where a change of approach looks warranted, we explain why in concrete terms.
Process
- You send valuations and fund lists.
- We prepare an analysis pack.
- We meet for 60 minutes to walk through findings.
- You decide what, if anything, to change with your existing provider or a broker of your choice.
Constraints
We do not take discretionary control of portfolios. Recommendations are advisory. Past performance notes are contextual, not promises.
Fee
From £780 for portfolios under £250,000 across up to two wrappers; larger or multi-currency holdings are quoted individually.
Next step
Share a brief outline of your situation and we will confirm whether this consultation fits, then propose a time for an initial call.