Our ‘Second Opinion Service’ provides you with a completely unbiased opinion on your investments, pensions and finances, giving you greater insight and understanding of how they are performing and whether you are making the right decisions.

The 4 key areas we cover in our ‘Second Opinion’ consultations are:

Charge Comparison

We reduce and compare all charges, looking to reduce the charges you pay.

Risk Ladder

We review your attitude to risk and tolerance to loss, aligning your investments to your risk levels.

The Money Label

A review of all investment funds to check where your money is invested and that the funds are morally acceptable to you.

Our Model Portfolio

10 risk-graded model portfolios that are constantly updated so you are taking the right levels of risk for your own situation.

CONTACT US TODAY – TO DISCUSS HOW WE CAN HELP YOU.

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