"Reviewing Your ISA Portfolio"

About the Video

It presents the key issues in a clear, calm and client-friendly tone – helping spark meaningful conversations with clients who’ve built up larger ISA holdings over time.

• Why ISA portfolios often lose direction over time
• The risks of fragmentation, high charges, and underperformance
• How ISA transfers and consolidation work
• The value of professional advice in bringing everything together
• When and why a review makes sense

Made for Advisers

✅ Explains complex ideas simply – no jargon, no pressure
✅ Encourages clients to seek advice – and take action
✅ Branded to your business – with your logo and contact details
✅ Supports FCA Consumer Duty requirements

Whether clients hold £100,000, £250,000 or more across multiple ISAs, this video helps them understand why a review matters – and how expert advice can bring everything into focus.

Perfect For:

• Adding to your website or client portal
• Sending in emails or newsletters
• Sharing on social media or in one-to-one conversations
• Use during client meetings or webinars