Portfolio Review Confirmation - Invest Like A Pro

Your portfolio review is underway!

Here’s exactly what to do next (takes ~5 minutes today).

3 Easy Steps

… to reveal if your money is working for your future, or someone else’s.

1

Request info from your provider ..

Use our done-for-you template to request up-to-date info so we can complete your review.

This will help us evaluate the actual fees and performance of your investments, rather than the figures often used for marketing.

👉 Click here to download the pre-made email template

If you have investments with more than one fund provider, simply send a separate email to each.

2

Where to send it …

Find a recent pension or portfolio statement. Or recent correspondence from your provider.

Look for the email address shown as ‘Contact’, ‘Support’, or ‘Client Services.’ It might look something like in the image.

If you’re not sure, just contact your provider and ask for the best email address to request information on your portfolio.

3

Send us the info you receive back from your fund provider …

Once you’ve sent your request to your fund manager, your work is done.

When your fund provider replies, simply forward their response to:

👉Review@InvestLikeAPro.co.uk

We’ll then get to work and:

Evaluate your Fees
Review the Returns
Make a note of any obvious major risks
And explain everything in plain English.

⏱ Typical timeline
• Fund provider reply: 7–14 days
• Your personalised portfolio review will then be completed shortly after

AS FEATURED IN

Manish Kataria CFA

Set-and-forget, low-cost investing is not only possible. It’s Smart.

Manish is a CFA-qualified ex-fund manager with over 20 years’ experience helping investors grow wealth without high fees, market noise or guesswork.

He helped manage over £1 billion in assets for JPMorgan and other global investment houses, including running a £250 million fund himself. His expertise spans Stocks, ETFs, Multi-asset Funds, and Options – built on a simple, proven process – not hype.

Outside the markets Manish has two children, is a keen sports fan, and is a property investor that gives him a grounded, real-world approach to building long-term financial independence.

Risk Warning: Nothing in this site should be regarded as investment advice or as an offer or solicitation to conduct investment business or buy or sell any investment, nor does it constitute any form of personal recommendation. Investments can go up and down. You may not be protected under FSCS. Your Capital is at Risk.