Prepare a portfolio analysis and fund report
$305
Delivery in
5 days
- Views 24
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What you get with this Offer
If you don’t regularly review your investments, I can carry out a comprehensive review. This ensures you are on top of any required changes which might need to be made.
You may already have a separate arrangement in place for your pension investments but need assistance with risk monitoring. I will calculate the level of historic risk based on the holdings you have in your pension.
An example, as you approach retirement you might want to change the exposure to riskier assets. A review might become necessary. This is where the service here might support you.
You may have ongoing investment issues or you may need help with a one- off event. Benefit from specialist knowledge and experience to assist in a wide range of situations.
You may have received a default asset allocation in your company pension scheme investment. I can assess whether you are comfortable with its progress and if the current strategy meets your appetite for risk.
You may already have a separate arrangement in place for your pension investments but need assistance with risk monitoring. I will calculate the level of historic risk based on the holdings you have in your pension.
An example, as you approach retirement you might want to change the exposure to riskier assets. A review might become necessary. This is where the service here might support you.
You may have ongoing investment issues or you may need help with a one- off event. Benefit from specialist knowledge and experience to assist in a wide range of situations.
You may have received a default asset allocation in your company pension scheme investment. I can assess whether you are comfortable with its progress and if the current strategy meets your appetite for risk.
Get more with Offer Add-ons
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I can look at holdings in a SIPP, Company Pension or ISA. Report of max 5 areas of concern
Additional 1 working day
+$93
What the Freelancer needs to start the work
Please let me know how many holdings that sit in your portfolio. It will be also helpful if you can obtain performance numbers, breakdown of asset allocation. This should be available on statements or platform reporting.
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