Forensic Analysis Report

If you have over £250,000 in an insurance bond, whether in a pension or direct investment, let us look into the costs and see what options you have to improve your returns.

Looking for a better service and to maximise your investment returns?

Learn the true value of your investments and how you can improve returns through some simple steps.

Find out what options you have, what you should be considering, and how to bring your portfolio up to date balanced with your attitude to risk.

Complete the form below and we will be in touch with you with a FREE report.

	Identify who actually holds your pension, who your trustees are, what your original adviser has set you up in and how any fees impact on you now
	Assess your attitude to risk and measure the level of risk within your portfolio
	Understand how your existing funds have performed, any lock-in penalties, and what the investments actually are
	Consider any tax and charges impacts you are maybe unaware of
	Understand ‘lock-in’ periods and whether they have substantially reduced your flexibility and performance
	Let us guide you with some simple next steps

Yes, I want my FREE Forensic Analysis Report

Please complete the form below. You will receive your report from us without any obligations and completely FREE.