Blue Haven Financial Advisory

Consultation

Investment Portfolio Second Opinion | Blue Haven Financial Advisory

An independent reading of an existing ISA, GIA, or pension portfolio — costs, risk alignment, and whether the holdings still match your stated goals.

From £720

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Printed stock charts and a cup of tea on a windowsill

What we examine

We review fund charges, platform fees, concentration risk, and how the portfolio behaves against your time horizon and income needs. The second opinion does not require you to move assets to Blue Haven; many clients keep their existing platform after receiving clarity.

Suitable when

You inherited a portfolio, feel uneasy after market swings, or want a check before increasing contributions. We are especially useful when a previous adviser relationship has ended and no one has revisited the mandate.

Delivery

A one-hour briefing followed by a written note within ten working days. Fees start at £720 for portfolios under £250,000 of investable assets; larger holdings are quoted after discovery.