Save & Invest Financial Planning

Have your portfolio checked

Can you remember why you invested in your current funds? Do you know if you are paying higher fund charges than you need to? Do you know how volatile your portfolio might be? Are you holding your funds in the most efficient manner? Is your portfolio positioned for historic or current market conditions? Do you understand all the different types of investment you hold? Do you have pensions with former employers? How do they fit with other investments you may have?

These and many more questions will be answered by using our portfolio checking service.

Click here to contact us.

We look at the performance, volatility, diversification, cost and tax efficiency and give you our unbiased opinion.


How sustainably focussed is your portfolio or pension plan?

Let us check your portfolio free of charge. Email us to find out how to provide us details of your current portfolio securely or call us on the number below.

Our switchboard 0141 332 8088 is being diverted and answered remotely in normal office hours, while the majority of our team continues to work from home.

Please email us on with general information on yourself and your portfolio.