What is an investment portfolio review?
This is a:
- No cost
- No obligation
- Independent and expert second opinion
We look below the surface of your savings, investments and pensions to give you a comprehensive diagnostic picture of your portfolio; we call our review service an X-Ray.*
Our X-Ray examines the following elements of your portfolio:
You then receive a personalised report, written in accessible plain English, that clearly details the following:
You may feel you are being disrespectful to your current financial adviser by asking for a second opinion.
However, asking for a second opinion is about being an outstanding investor who takes a proactive role in your financial destiny.
If you don’t ask the questions that you have about your money’s management and your portfolio’s performance, how will you know whether you could be earning more from your money?
Get the comprehensive information you need to make the best, well-informed decisions about your savings, pensions and investments today.
You need only supply minimal details about your current holdings, and they will be unaffected by the independent review process.
Your savings, investments and pensions are analysed and benchmarked, and you receive a transparent second opinion, detailing ways you can: -
Your review is free - and you are under no obligation whatsoever to commit to further consultation, or to take any recommendations made. You will be given:
*For regular savings, this service is only available for portfolios worth £50,000 or more. If your portfolio is worth less but you are concerned or have questions, there are other ways we can help, talk to us, we'd be delighted to assist..
"What we really appreciated was the way AES International really listened to all our concerns, it's such a big step to entrust your life pension savings with anyone, and they took the time to keep us at ease.”
“Thank you AES International for helping me and my family with your low cost no-nonsense approach. It is refreshing!”
“With this sort of service you also expect to be paying very high fees, but it’s just not the case. I would definitely recommend this to other expatriates, especially those with connections to the UK.”
Jake van den Dries