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Portfolio Health Check

A structured review of portfolio fees, concentration, allocation and major risk exposures, delivered through a concise analytical summary.

What Is Reviewed

  • Fee analysis — Total cost of ownership including fund management fees, platform fees, advisory fees, and embedded costs
  • Concentration risk — Exposure to single companies, sectors, themes, or geographic regions
  • Allocation review — Whether the overall structure aligns with stated objectives and time horizon
  • Risk exposures — Specific investment risks that may not be obvious from headline performance
  • Liquidity — Ability to exit positions without significant cost or delay

What You Receive

A concise analytical summary (typically 8–12 pages) covering each area with specific findings and recommendations. The report is written in plain English and includes supporting data tables and charts where relevant.

Who It Is For

Investors who want an independent second opinion on their portfolio — without being sold products or directed toward a particular platform. Suitable for individuals with portfolios of any size who want to understand what they own and whether the structure makes sense.

What It Is Not

This is not asset management, regulated financial advice, or investment recommendations. It is an analytical review designed to help you ask better questions and make more informed decisions.