Consultation
Investment Portfolio Review
An independent look at existing ISA, GIA, and pension holdings for cost, risk, and whether they still match your aims.
Who it suits
Investors who already hold funds across ISAs, general accounts, or pensions and want a calm second opinion before adding more money — or before abandoning a portfolio after a noisy news cycle.
Scope
We review charges, overlapping funds, risk concentration, and whether the mix still matches your time horizon. You receive a short written note with keep, watch, and change suggestions. A change is recommended only when the benefit clearly outweighs trading costs and tax.
Exclusions
This review is not ongoing discretionary management. It does not include selecting individual shares as a stockbroking service. Complex derivatives or employee share schemes may need a separately scoped engagement.
Fee basis
From £450 for a focused review of up to three wrappers. Additional accounts are quoted before work begins.
