Consultation
Investment Portfolio Review
An independent look at your ISAs, GIAs, and workplace pensions to check risk, charges, and suitability for your goals.
Who it is for
Savers with existing investments who want a second opinion before making changes
What you receive
A plain-English assessment of holdings, charges, diversification, and recommended adjustments
Included
- Review of current holdings and asset allocation
- Charge and wrapper efficiency check
- Risk alignment against your stated goals and time horizon
- Written recommendations with rationale
Not included
- Day-to-day stock picking or day trading
- Ongoing discretionary management unless separately engaged
How the engagement runs
- Document collection
- Portfolio analysis meeting
- Written recommendation letter
Preparation
Latest valuation statements and fund factsheets if available
Constraints
Review covers investments we are authorised to advise on