Consultation
Investment second opinion
An independent reading of a portfolio, adviser recommendation, or wealth-manager proposal before you sign.
£425 for a two-hour desk review
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Who this is for
Investors who have received a recommendation — a model portfolio, a structured product, or a switch from one ISA manager to another — and want a cool second reading before committing.
What you receive
A written critique covering charges, concentration risk, tax wrapper fit, and whether the risk profile matches the questionnaire you completed. We do not take over the portfolio unless you later instruct a separate planning engagement.
Process
Send the proposal and recent valuations. We prepare offline, then meet for up to two hours to walk through findings. Deliverables arrive within five working days of the meeting.
Pricing
£425 for a standard desk review of one proposal. Larger multi-account cases are quoted hourly at our published advisory rate.