What it is, and what it isn't.
Many clients come to us with an existing portfolio that has never been reviewed by anyone independent of whoever sold it. The Investment Clinic is a structured second opinion: we assess what you have against what you need, and give you a written report.
The Investment Clinic is not a sales process. We offer a complimentary, no-obligation review of your existing portfolio and provide an honest, impartial assessment. If your current structure and investments are suitable, we will tell you. If we identify areas for improvement, we will explain why and discuss the options available, with no obligation to proceed.
Why our clients use it.
The four things our clients most often tell us they value, drawn from a decade of conversations about this part of our work.
Genuinely independent
No products to sell. Just independent, unbiased advice focused on your best interests.
Clarity & confidence
We simplify complex investments, helping you understand exactly where you stand.
Evidence-based advice
Every recommendation is backed by detailed analysis, not sales targets or product incentives.
Cost transparency
We decode the true total cost of your current arrangement, often a revelation.
A simple, four-step engagement.
From the first call to ongoing service: what to expect, and when.
Discovery meeting
We discuss your goals, review your existing investments, and understand your current financial position in detail.
Independent assessment
We objectively analyse performance, fees, risk, tax efficiency and overall suitability of your existing arrangements.
Recommendations
Where improvements are available, we present tailored recommendations designed to enhance outcomes and reduce unnecessary costs.
No obligation
The review is entirely independent. Whether you proceed with any recommendations is always your decision.
The questions we actually get asked.
If yours isn't covered, we're an email or a phone call away; see Contact below.
Start the conversation.
We offer an initial consultation without fee or obligation. It is a chance to discuss your circumstances and determine if our approach fits your needs.