Portfolio Review

With the turmoil in financial markets over the last few years, you may be wondering if you are in the right investments. 

The fact is many people build up a mixed bag of investments. Over a period of years, some end up doing a lot better than others. This has the unintended effect of distorting the money you allocated to each investment, throwing your portfolio off course. 

An unstructured approach to investing also fails to consider the ‘bigger picture’ - there’s no overall plan or balance to the investment portfolio. 

And you may well be putting off tough decisions, simply because you don’t have the confidence or knowledge to make these by yourself.

A financial ‘health check’ from Faraday can be a great way for you to regain control and help you make the most out of your investments. 

Your personalised Investment Portfolio Review will consider both the allocation and positioning of your portfolio, looking for ways to improve potential gains and guard against risks including:

• Reappraise your existing positions – a fresh perspective can be very useful, whether you’ve been in an investment for a short or long time.
• Highlighting areas of weakness - we can help you weed out underperforming investments and rebalance your portfolio.
• Assess your overall asset allocation - which simply means diversifying investments, so you can better handle the market's ups and downs.

Your investment portfolio will be comprehensively reviewed in confidence by a CFA qualified analyst.

Following the review, you will be provided with a written report outlining the impartial and professional advice provided to you.

Please note, as this is a personalised process, we do need to charge for this service. 

But selective changes can make all the difference to ensure your returns and risks are properly aligned with your circumstances and help you avoid costly mistakes.