Consultation
Investment Portfolio Review
An independent look at existing ISA, GIA, and pension holdings against your goals, charges, and risk appetite.
Who it is for
Savers who inherited a mix of funds or feel unsure whether charges and risk still fit
Result you can expect
A plain-English report on holdings, costs, concentration, and recommended adjustments
Included
- Holdings and cost analysis
- Risk alignment check
- Written summary with priority actions
Not included
- Ongoing discretionary management
- Day trading or speculative stock tips
How the engagement runs
- Document collection
- Review meeting
- Written report delivery
Preparation
Latest valuation statements and any fund factsheets you already hold.
Constraints: We review what you already own; we do not execute trades unless separately engaged.