Included
- Holdings review
- Risk questionnaire
- Written second-opinion note
Advice engagement
Investment Portfolio Second Opinion
An independent look at how your existing ISA, GIA, and pension investments are allocated relative to your time horizon and risk capacity.
Who it is for: Clients who already hold investments and want an impartial review before making changes
Result: A plain-English assessment of allocation, concentration risk, and cost drag
Duration: Two meetings plus written note
Where: Office or video
Fees: From £650. Fixed fee.
Book a portfolio second opinionNot included
- Ongoing portfolio management
- Day trading advice
How the engagement proceeds
- Holdings upload
- Risk discussion
- Findings presentation
Preparation
Recent valuations and fund factsheets where available
Constraints
We do not recommend speculative single-stock strategies