Complimentary Portfolio Review

A second opinion on
your investments.

A confidential review of your existing portfolio, prepared by our qualified investment professionals.

Your review will examine what you currently hold — fees, allocation, concentration, tax efficiency — and place it side-by-side with our equivalent managed portfolio. We tell you, plainly, what we see.

What you'll receive

A structured report of approximately ten pages, delivered in your browser within minutes, covering:

— Total cost analysis, all fees included
— Asset allocation vs. your stated risk preference
— Geographic and sector concentration
— Overlap between funds you may not realise exists
— Tax-wrapper efficiency
— Side-by-side comparison with our equivalent portfolio

I

Tell us about you

Light onboarding — name, contact, where you are with your investments. Two minutes.

II

Share your holdings

Enter your current investments for an indicative review. For a precise review, you can share your platform statements with us afterwards.

III

Tell us your preferences

How you'd like a portfolio to be managed if you were starting today — risk appetite, ESG considerations.

IV

Receive your review

We'll analyse your portfolio against your preferences and our equivalent model. Your structured report appears in your browser.

V

Talk it through

If anything in the report sparks a question, book thirty minutes with an investment manager. No obligation.

Step One of Four

A little about you

We hold this information confidentially. We use it only to prepare your review.

First name *

Family name *

Email *

Phone (optional)

Country of residence *

BriceAmery Wealth promotes services only to UK residents. We can work with non-UK residents who approach us on their own initiative (reverse solicitation).

Confirmations *

I am 18 years of age or older The investments I'm submitting are mine (or held jointly with my spouse / partner) I am approaching BriceAmery Wealth on my own initiative

Approximate total portfolio size *

Used for context only — your figures on the next page provide the actual data.

Step Two of Four

What brings you here?

Knowing what's on your mind helps us focus the review on what actually matters to you.

Primary reason for this review * (select one)

I'm concerned I'm paying too much in feesYou suspect the all-in cost is high but aren't sure by how much. I'm not happy with my returnsPerformance hasn't matched what you expected or what the market has done. I'm dissatisfied with my current adviser or platformCommunication, service, or relationship has fallen short. My circumstances have changedInheritance, sale of a business, retirement, divorce, or similar. I'm planning a transitionSetting up drawdown, planning retirement income, consolidating accounts. I'd like to know how my portfolio comparesCuriosity — no specific concern, just want a second view. Something elseYou'll be invited to tell us more below.

Current adviser or platform (optional)

This helps us frame the comparison. We don't comment on individual firms.

Step Three of Four

Your investments

Enter your holdings as they currently sit. Use round numbers — exact balances aren't necessary for a meaningful indicative review.

Indicative review

The review you receive today is an indicative analysis based on what you describe below. For a full review with precise fee analysis and detailed comparisons, we'll invite you to share your platform statements with us afterwards. Either is useful; the second is more authoritative.

Account totals

Tell us roughly what's held in each tax wrapper. Leave blank if not applicable.

Stocks & Shares ISA

General Investment Account

SIPP / Personal Pension

Other (Bonds, JISA, etc.)

Holdings

Approximate values

List your funds, ETFs, individual shares, bonds, gold/metals, or crypto positions. Group small holdings if helpful.

Name / Fund / Ticker	Type	Value (£)	Wrapper

Use sample data for testingPopulates a realistic example portfolio — typical UK retail mix with home bias, fund overlap, and high fees. Useful for trying the engine without entering real data.

Approximate total annual fees you pay (%, all-in)

If you don't know — leave blank and we'll estimate based on what you hold.

Anything else we should know?

Step Four of Four

Your preferences

Now that we've seen what you hold, tell us how you'd like a portfolio to be managed if you were starting again today. Your review will compare your current holdings against your stated preferences — not against what we assume you want.

Risk appetite

Pick the description that best reflects how you'd want your money managed. Don't worry about the technical terminology — we'll translate.

CautiousPreserving what I have matters more than growing it. I'd rather give up some upside to protect the downside. ConservativeSome growth, but with meaningful protection against large falls. Sleep-at-night matters. BalancedI want both growth and protection. I can tolerate moderate ups and downs along the way. GrowthGrowing my money is the priority. I'm comfortable with material year-to-year fluctuation. AdventurousLong-term growth. I accept significant short-term volatility as part of the price. AggressiveMaximum growth orientation. Large short-term losses are tolerable if they're the price of long-term return. Cash only / highly speculativeEither I want only cash and near-cash, or I want leveraged / single-thematic exposure. (These sit outside what we manage as standard.)

Behind the scenes, these descriptions map to industry-standard risk levels 3–8 on the Distribution Technology Dynamic Planner scale. We don't offer portfolios at the cash-only end (a savings account would serve you better) or at the speculative end (these require specialist permissions we don't hold).

ESG considerations

Environmental, social, and governance factors. Tell us whether these matter to you — and if so, we'll assess whether your current portfolio reflects that.

Yes, ESG considerations matter to meI'd like my review to assess whether my current portfolio is aligned with ESG principles, and how a BriceAmery equivalent would compare. I'm relatively agnosticI'd consider ESG-aligned portfolios but it's not a deciding factor. Skip the ESG section of the review. Not a consideration for meI'd prefer a conventional portfolio focused on risk-adjusted return without ESG constraints.

Specialist investment requirements — optional

If you have specific faith-based or values-based requirements for how your money is invested, let us know. Your review will assess whether your current portfolio aligns with them.

Shariah-compliant investingInterest-free, screened for permitted sectors (no alcohol, conventional finance, weapons, adult content, gambling, tobacco, pork). Ethical / SRI investingExclusionary screens — typically tobacco, weapons, fossil fuels, animal testing. Impact investingPositive impact targets — renewable energy, social housing, healthcare access, education. Christian / Catholic faith-alignedScreens reflecting Christian values — typically excluding weapons, abortion-related, adult content. Something elseDescribe your requirements in the free-text below if so.

Specialist requirement details (optional)

Reviewing your portfolio…

This typically takes 30 to 60 seconds

Out of Scope

This review isn't right for your situation.

Based on what you've told us, your question likely concerns a defined benefit pension transfer or a workplace pension opt-out. These are specialist areas requiring permissions we do not hold.

We'd recommend speaking to a pension transfer specialist — they hold the specific permissions and qualifications required. Once that decision is made, we'd be very happy to review the resulting portfolio.

A second opinion onyour investments.