Consultation
Investment Portfolio Review
Assess existing holdings for risk, cost, and alignment with your goals — without pressure to move money.
Who it is for
Savers who hold a mix of funds, shares, or workplace pensions and want an independent second look.
What you receive
A written review noting concentration risks, fee drag, and suggested rebalancing priorities.
Preparation
Gather latest valuation statements and note any near-term cash needs.
Constraints
Reviews are advisory; implementation remains your choice or your existing adviser’s.
Included
- Holdings inventory and risk classification
- Fee and platform cost comparison
- Goal alignment commentary
- Prioritised action list
Not included
- Ongoing portfolio management
- Stock picking for individual shares
How this engagement proceeds
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1
Inventory
You share statements; we classify each holding by risk and purpose.
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2
Assessment
We compare costs, overlap, and suitability against your stated goals.
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3
Briefing
A face-to-face or video session explains findings and next steps.