Consultation
Investment Policy Review
An impartial look at how your existing portfolios behave under stress, with a written policy you can share with any platform or stockbroker.
Outcome
You leave with an investment policy statement covering time horizon, acceptable drawdowns, rebalancing rules, and which accounts should hold which asset types for tax efficiency. We do not require you to move assets to any particular firm.
Two meetings; written policy within ten working days of the second. Fees from From £980.