Investment Portfolio Review

Engagement outline

Assess existing holdings for risk, charges, tax wrappers, and whether the mix still matches your time horizon and income needs. Work begins with a scoped fact-find, continues with product research suited to your circumstances, and closes with a written recommendation you can keep alongside your solicitor or accountant’s files.

Duration: 3–5 weeks

Delivery: Written report and follow-up discussion

Fees: From £950 for a single-portfolio suitability review