Independent Portfolio Review

A tailored independent portfolio review service aimed at reducing costs, cutting out unnecessary expenses, and maximising returns.

Independent Portfolio Review

A tailored independent portfolio review service aimed at reducing costs, cutting out unnecessary expenses, and maximising returns.

Our Tailored Review Service

At Patterson Mills, we have developed a range of investment solutions for all types of client. However, when looking at the marketplace, it struck us that the overall advice costs can be eye-wateringly high. Experience tells us that these costs are also not always openly transparent, leading to surprise costs further down the line.

Frequently, these inflated costs are by way of high commissions and/or set-up fees which can significantly reduce the return of a Client’s investments.

  • Clear, Fair and Transparent

    We believe that all advice costs should be clear, fair and transparent. This way, our Clients avoid any concern of being met with unknown up-front, fixed or increased costs over many years, or being tied into unsuitable and inflexible long-term plans.

  • No Commission

    We do not take any commission on the products we recommend.

  • Clarity

    We make sure that you are able to make fully informed decisions. This comes from minimising the use of Jargon and ensuring that you understand each part of the process.

The Report and How it Works

With our Portfolio Review Report, we have created a service aimed at reducing costs, cutting out unnecessary expenses, and maximising returns.

The content of our report will include:

  • Analysis of your existing product structure for unnecessary fixed costs.

  • Notification of any lock-in periods and/or exit fees.

  • Portfolio performance compared to suitable benchmarks.

  • Advice on liquidity of assets held taking into account various market conditions.

  • Review of your investment objectives and plan rated to identify any immediate needs or gaps.

  • Comprehensive strategic proposals to help you take action to address immediate needs, plan appropriately for the medium-term as well as the longer-term, and optimise your investment returns.

To find out exactly what our tailored independent portfolio review report entails, you can download our independent review process document.

Our independent portfolio review service is tailored to each client and provides an in-depth insight into issues that some clients did not know were possible.

To book a free initial no-obligation meeting, get in touch today by filling in our contact form.

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Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – 37795), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.

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