As part of our portfolio review service, we help to strengthen your advice process by providing a clear, transparent overview of your client’s current portfolio vs one you recommend.
This is broken down into the current risk they are taking, vs. the risk appetite they are suitable for, along with the risk of the portfolio you are recommending.
We then look at cost, diversification of a portfolio, cross over assets and provide a performance overview of the two portfolios,
This service comes included as part of our pension or investment replacement planning package, but can also be requested as a stand-alone service if you’re looking to switch funds, de-risk a portfolio or compare like-for-like risk.
For added quality, the report comes white labelled and colour branded to match your firm. Enquire today or ask about our portfolio review service for further information.