You likely don’t need an immediate portfolio review right now, but regular annual checks should keep your portfolio on track. We will send you a reminder in 12 months’ time so you don’t forget.

As your portfolio doesn’t appear to be in a phase of growth right now, you could benefit from the strategic support provided in our expert 1-2-1 consultations. You can click here to book a free call to find out if this would be a great fit for you.