Free portfolio review service
The Nutmeg Portfolio Review Service has been designed by members of our investment team to review your investments outside Nutmeg
The service, which is free of charge, will provide clarity and expertise on any investments you hold with a financial adviser, private bank or trading platform excluding property and alternatives, such as art. You have the option to talk through the results of your review with a member of our investment team to give you further clarification on where you stand.
Upload a recent valuation statement and summary of fees paid
Receive an assessment
Within five working days
Speak to us
Book an appointment if you wish to discuss
Stock/Fund ISIN, Sedol or Tickers
Percentage weight in each asset
Summary of fees paid
Total portfolio cost
This service won’t offer direct performance comparisons between Nutmeg and your investments elsewhere.
The scope of Nutmeg’s products and services we offer are set out herePortfolio Review Disclosure Doc (PDF)