Advice

Investment Guidance

Risk-appropriate portfolio guidance for ISAs, pensions and general accounts, grounded in your time horizon and temperament.

Financial charts and market data on paper

Who it is for

Savers who hold investments or are ready to invest beyond cash, and want a reasoned approach.

Result

An investment policy note covering asset mix, account wrappers and review rhythm.

Duration

One to three weeks

Fee basis

From £650. May be combined with a full financial plan at a reduced joint fee.

Scope

Risk assessment, existing holding review, recommended allocation and implementation notes.

Included

  • Attitude to risk questionnaire and discussion
  • Review of current holdings
  • Suggested asset allocation
  • ISA and pension wrapper guidance

Not included

  • Day trading or speculative stock tips
  • Direct stock-picking mandates

How it works

  1. Complete risk and capacity assessment
  2. Review existing holdings together
  3. Agree allocation and wrappers
  4. Receive implementation notes

Practical notes

Provider: Oakmere advisers

Location: Office or video

Preparation: Share recent ISA, pension and brokerage statements.

Constraints: Past performance is not a guide to future results; we focus on process and suitability.

Discuss investment guidance