A personalised, one-to-one portfolio review designed to give you clarity, structure, and a long-term plan.

We start with a video call to discuss your portfolio, your goals, and what you want your investments to achieve.
After the call, I go through your holdings in detail—analysing each position, the overall allocation, risks, strengths, and blind spots.

Once the review is complete, we schedule a second call (usually within a few weeks, depending on the size and complexity of your portfolio) to walk through the findings and the improvements you can make.

This service is available on request for Premium members for free.