Consultation
Investment Portfolio Review
An independent look at existing ISA, GIA and pension holdings — costs, risk match and whether the mix still suits your aims.
From £950 for a one-off portfolio review.
This consultation is delivered by a Wrenfield adviser as a focused piece of UK financial advice and consulting. Scope and fee are confirmed after a short introductory call so we do not over-specify work you do not need.
From £950 for a one-off portfolio review.
Meetings take place at our High Cormier office or by video. Bring recent statements for the accounts or policies under discussion.