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Review Service

Portfolio review service for individuals

Where new clients have existing investments, we will first undertake an impartial examination of their portfolio, which helps us to identify how effective and appropriate the underlying strategy and investments are, and provides a meaningful comparison against any subsequent recommendations. This service is also of value to investors who manage their own portfolios, or who may be seeking an independent opinion on the effectiveness of their existing investment manager. Essentially, this service is designed to ‘take the temperature’ of your portfolio, and empowers you to make an informed decision about future investments.

As with all our services, we charge for our advice on a pure fee basis with all commissions and any fund manager discounts rebated. Prior to accepting your instructions we will confirm the basis of our fees and terms and conditions.