Audit Scope
Risk Identification
Proposition Structure Audit
Rapid diagnostic highlighting three immediate operational, governance, or compliance risks across your current investment proposition.
Comprehensive review of your current CIP architecture, asset allocation framework, and the operational boundary between MPS and bespoke DFM offerings.
Board Presentation
Direct delivery of actionable findings and strategic recommendations via a confidential two-hour presentation to your managing directors.
Engagement Terms
Transparent and Direct
£2,500
fixed investment
2 weeks
rapid turnaround
0
ongoing retainer required
Secure Your Board Review
Initiate a confidential discussion to schedule your practice health check and institutionalise your governance framework.