Consultation
Investment portfolio review
A structured review of existing ISAs, GIAs, and pensions — charges, concentration risk, and whether the mix still matches your time horizon.
Who this is for
Investors with £75,000+ across taxable and tax-advantaged accounts who have not had a formal review in three years. Useful after inheriting shares, leaving a workplace scheme with a large transfer value, or noticing that one fund now dominates the account.
Included
- Holdings map with ongoing charges and platform fees
- Risk capacity discussion using your actual spending buffer
- Recommendations on rebalancing, fund switches, or leaving holdings alone
- A short written note you can share with your accountant if needed
Excluded
Day trading signals, cryptoasset advice, and stock picking for individual AIM shares are outside this review.
Process
You send valuations and fund factsheets; we prepare a draft view; we meet for ninety minutes; you receive the final note within five working days.