Investment Portfolio Review & Second Opinion

A Bespoke, Actively Managed Investment Approach

Many investors reach a point where they want reassurance — or challenge — around their existing investments.

If you’re unsure whether your portfolio is performing as it should, taking the right level of risk, or still aligned with your goals, an independent second opinion can provide clarity and confidence.

Investment Advice UK connects high-value investors with FCA regulated advisers who can review portfolios objectively and professionally.

Who This Service Is For

Who a Portfolio Review Is Suitable For

This service is typically appropriate if you:

  • Have an established investment portfolio
  • Are unsure whether your investments are still suitable
  • Want an independent view, not a sales pitch
  • Feel your current adviser is no longer proactive
  • Are approaching a major life or financial change

It is most relevant for individuals with £250,000 or more invested.

Why Get a Second Opinion?

Why Investors Seek a Portfolio Review

Many portfolios drift over time — not because of poor decisions, but because circumstances change.

A professional review can help identify:

  • Unnecessary complexity or overlap
  • Risk levels that no longer feel comfortable
  • Underperformance relative to objectives
  • Lack of alignment with tax or long-term planning
  • Missed opportunities to simplify or improve structure
  • A second opinion is about understanding, not undoing everything.

What a Portfolio Review Covers

A portfolio review typically looks at:

  • Asset allocation and diversification
  • Risk profile versus stated objectives
  • Investment strategy and structure
  • Charges, efficiency and transparency
  • Suitability of current holdings

Where appropriate, this may also highlight whether discretionary portfolio management could be beneficial — particularly for investors who want greater oversight and less day-to-day involvement.

What clients value:

  • We only work with FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirme
  • There is no charge for an initial appointment to discuss your requirements
  • Your time isn’t wasted speaking to the wrong firm
  • You get clarity, structure, and a proper wealth plan

Ready to Take the Next Step?

we’re here to connect you to someone who can give the right advice.

What You Can Expect

A dedicated investment manager or advice team

  • A portfolio aligned with your financial goals
  • Ongoing reviews and rebalancing
  • Regular reporting and updates
  • Full transparency and regulatory compliance

Regulated Advice

Plain, obvious benefits:

If you have £250,000 or more in investable assets and are seeking a more efficient way to grow and manage your wealth, speak with one of our qualified professionals.

Let us match you with an adviser offering discretionary investment management tailored to your life, your priorities, and your future.

What clients value:

  • We only work with reputable FCA-regulated advisers
  • We make sure the adviser is suited to your asset size and needs
  • Your appointment is arranged professionally, with all details confirmed at time convienent to you.
  • Your time isn’t wasted speaking to the wrong firm!
  • You get clarity, structure, and a proper wealth plan.