A £99 Portfolio Health-Check

That Could Save You Thousands

You’ve worked hard to build your wealth. This quick, no-obligation review helps make sure it’s working just as hard for you.

DIVIDEND STRENGTH

We’ll check if your holdings are paying reliable, growing dividends — and flag any stocks that may be at risk of cutting payouts.

DIVERSIFICATION & BALANCE

Is your portfolio truly diversified? We’ll check sector, asset class, and stock concentration to help you avoid lopsided exposure and get back to a solid, balanced foundation.

TAX EFFICIENCY

We highlight tax-saving opportunities — like using ISAs or adjusting income/growth mix — to help you keep more of what you earn.

RISK EXPOSURE

We assess how your portfolio is split across different asset classes (shares, funds, bonds, cash) — and how much risk you’re really taking.

PERFORMANCE & FEES

We’ll highlight which funds or stocks are underperforming and show you where hidden costs may be eating into your returns. Small tweaks can mean big savings.

GROWTH POTENTIAL

Are you missing out on long-term growth? We’ll identify any weak spots and show where your portfolio could be working harder for you.

Stay Ahead of the Market -

Join Our Exclusive Broadcast Group

- Just £29/Month

Get real-time stock market updates, expert insights, and curated financial news — all for just £29/month.

Invitation Only. To maintain the quality of our community, membership is reserved for individuals with a minimum portfolio value of £250,000.

If you qualify, request your invite today and stay informed like a true insider.

Don’t want to pay £99? No problem.

Get a FREE portfolio review — just complete this 2-minute form and upload a PDF copy of your Stock ISA or SIPP.

Have Questions?

Text 07930 50 60 35

Market Insider is not regulated by the Financial Conduct Authority. We do not provide investment advice or trading recommendations. It is your decision how you use our research. Your capital is at risk and you should seek independent advice before investing.