Do it yourself investing
Investment Portfolio Review
Do it yourself investing
Investment Portfolio Review
Get the most of your investments with expert guidance and analysis. Book a one-on-one Investment Portfolio Review with one of our financial professionals and gain invaluable insight going forward.
How does an Investment Portfolio Review work?
A simple outcomes-based review of your portfolio of investments. For an annual fee of £360, our financial professionals will help you understand your investments, highlighting their performance and risk, and giving you invaluable insight going forward.
Holistic view of your investments
Get a better understanding of your existing investments with analysis of performance and the level of risk your portfolio is exposed to.
Detailed investment portfolio report
You’ll be presented with detail report featuring visualisations of your portfolio breakdown, split by asset class, geography and sector.
One-to-one meeting
We'll set up a one-hour review meeting with one of our financial professionals where you can discuss the report and ask questions.
Time to implement
Learn how to build a strong investment portfolio with a structure that meets your personal and financial needs.
Is an Investment Portfolio Review right for me?
This service is recommended for those with over £5,000 in investments, and is ideal if:
You don’t have the time to manage your investments
It's tough managing investments when there are other priorities in life. We can help you improve your investment portfolio, with analysis on asset allocation, performance and risk level.
You’re looking for additional guidance
If you are comfortable in managing your investments but want more information about your portfolio, we can help you decide what to do next.
You want to ensure your investments are on track
Whether you have had a change in personal circumstance, or you want to ensure your investments will support your retirement, an Investment Portfolio Review can help you understand if your portfolio is meeting your expectations.
More insights
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Request a call back
Get a better understanding of your current situation and the options available to you, take advantage of a free 15-minute coaching session with a financial expert.
0207 739 8200 (Open Mon-Fri, 9am-5pm)