Consultation
Investment Portfolio Review
An independent look at how your holdings sit against risk tolerance, charges, and the purpose of the money.
Who typically asks for this
Investors holding ISAs, GIAs, or pension funds who want a second opinion before making changes.
What to expect
An independent look at how your holdings sit against risk tolerance, charges, and the purpose of the money. We confirm the fee in writing before any advice is delivered, and we set out what documents help the first meeting stay focused.
Delivery is by video across Great Britain or in person at our St. VonRueden office by appointment. After the consultation you receive a short written summary of recommendations and next steps.