Advice area
Investment Portfolio Review
Stress-test existing ISA and GIA holdings against your goals, risk tolerance, and tax wrappers.
Who it is for
Investors with existing portfolios who want an independent second look before making large changes.
The outcome
A documented portfolio review with recommended rebalancing, wrapper use, and holding changes where suitable.
Scope of work
Asset allocation review, fund cost analysis, tax wrapper efficiency, and alignment to stated goals.
Included
- Risk discussion and capacity assessment
- Holdings analysis
- Written recommendations and rationale
Not included
- Day-trading advice
- Cryptocurrency speculation guidance