Consultation
Investment Portfolio Consultation
An independent look at how your investments are allocated, charged, and aligned with the timescale of your goals.
Investors holding ISA, GIA, or pension portfolios who want clarity on risk, charges, and rebalancing without sales pressure.
Fees: From £750 for a portfolio consultation with a written summary.
For a full household plan that ties this work into pensions, tax wrappers, and longer goals, see our whole-of-life financial planning engagement.
Ask about investment portfolio consultation
We typically reply within one working day. We will confirm suitability before any fees are agreed.