Providing a Holistic Overview of your Investment Portfolio

The value of the investment and the income they produce can go down as well as up and you may not get back as much as you put in.

When people bring their investment portfolio to us for the first time, they often feel:

  1. frustrated, because they’ve been receiving incomparable annual reports for each investment
  2. in the dark, because they don’t have an accurate overview of their portfolio’s performance.

If this sounds like you, then we can help.

A transparent, common-sense approach

Scottsdale MoneyWISE uses technology to analyse the cost and performance of each investment, then produce a slick, streamlined report that’s easy for you to understand. This provides a foundation on which to provide an objective, impartial review of all your investment assets.

After producing this report, our advisers would meet you to discuss the findings and the best course of action. There is no obligation to make any changes, however: we will simply point out if it is in your best interests to make adjustments.

What could you achieve?
The report should enable us to pick up on:

  • additional tax efficiencies
  • investments that no longer match your personal risk profile
  • reductions in the administrative costs of investments.

Any portfolio adjustment costs would, of course, be weighed against the benefits – prior to making any recommendations.

This scheme is designed to improve the asset allocation balance across your portfolio, and the performance of your spread of investments, such as shares, property, cash, bonds, unit trusts, OEIC funds and pensions. By using a wrap platform, you can select an investment philosophy that we can ensure is consistently applied across your assets. We would then provide you with online access so you can view up-to-date information on your portfolio’s performance from the comfort of your own home.

Contact us

If you would like us to assess your investment portfolio in this way, please call us on 01908 226400 or email us on