Westmere Financial Planning

Consultation

Investment Portfolio Review

An independent look at your existing holdings — fees, risk alignment, and whether the mix still matches your time horizon.

Charts and market data reviewed during an investment portfolio meeting

Who it is for

Investors holding funds, shares, or bonds who want a second opinion before making changes

What you leave with

A plain-English assessment of risk, charges, and suggested adjustments

Duration & timeline
75-minute review meeting plus written summary
Where we meet
Office or video
Fee basis
From £650. Quoted after we see the scale of your holdings
Preparation
Upload or post recent valuations and any risk questionnaires you have completed elsewhere.

Included

  • Holdings and fee analysis
  • Risk questionnaire and capacity discussion
  • Written summary of findings

Not included

  • Day-to-day trade execution
  • Cryptocurrency advice

How the engagement runs

  1. Share current valuations and fund factsheets
  2. Review meeting
  3. Written findings within seven working days

Constraints

We advise; we do not take custody of assets.

Request this consultation Fee guidance