Free portfolio review service

We’re launching a new service to provide insight and analysis on your investments

The Nutmeg Portfolio Review Service has been designed by members of our Investment Team to review your investments outside Nutmeg

Email us your latest valuation statement now at

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The Nutmeg portfolio review service
What can it do for me?

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. 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

What do I need to do?

  • 1

    Email us
    Send your latest valuation statement

  • 2

    Receive an assessment
    Within 2 working days

  • 3

    Speak to us
    Book an appointment if you wish to discuss

Get started now

Email us your latest valuation statement now at

What the review will consider

  • Asset allocation

  • Currency exposure

  • Sector exposure

  • Geographical breakdown

  • Fund ratings

  • Portfolio risk

  • Total portolio cost

This service won’t offer direct performance comparisons between Nutmeg and your investments elsewhere.

As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest.

The investment data you share with Nutmeg will be stored in a secure place which is only available to the Portfolio Review Team and other essential users.

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