Consultation
Investment Portfolio Review
A structured look at risk, costs, and diversification across ISAs, GIAs, and workplace investments already in place.
Who benefits
Investors who have built holdings over time and want an independent second opinion before making changes.
Outcome
A clear report on asset mix, charges, and whether holdings still match your goals and risk tolerance.
Fee guidance
From £650 for a single-wrapper review; higher for multi-account portfolios.
For a full written suitability process comparable to our flagship retirement engagement, ask us which scope fits your documents.
Ask for an investment review appointment. Compare fee guidance