Portfolio review
Investment Portfolio Review
See how your mix, risk, and income fit your plan.
UK WEALTH GUIDE
Smart Wealth, Clear Plans
Plum Assets helps UK investors, business owners, and families shape portfolios, review risk, and plan cash, pensions, and retirement with calm advice.
FROM THE JOURNAL
Featured reads for UK investors
See how your mix, risk, and income fit your plan.
Cash plan
Cash and Reserve Strategy
Planning
Retirement Income Review
01Scorecard
Risk Scorecard
A simple check of loss limits and time horizon.
02Allocation
Asset Mix
A clear look at shares, bonds, and cash levels.
03Report
Quarterly Report
Track gains, losses, and changes in plain tables.
UK FOCUS
Cash Reserve Plan
UK FOCUS
FROM THE DESK
Pension Check
FROM THE DESK
TOPICS
What we cover at Plum Assets
Simple notes on assets, risk, and balance.
GUIDE
Portfolio Basics
Simple notes on assets, risk, and balance.
TIPS
Pension Moves
Choices for retirement income and drawdown.
GUIDE
Cash Reserves
How much cash to keep for bills and short gaps.
TRENDS
UK Market Notes
Short reads on rates, shares, and bonds.
in UK wealth work
15+ years
in UK wealth work
review cadence for most clients
Quarterly
review cadence for most clients
plain-English reports
100%
plain-English reports
Community
Customer notes
Verified
“Plum Assets made our cash plan simple and easy to follow.”
H
Helen Ward
Finance Director, Alder Bridge Ltd
Verified
“From pensions to portfolio mix, the advice was clear and calm.”
J
James Kaur
Owner, Kaur Property Group
Verified
“Our reports now show what changed and why in plain English.”
S
Sarah Minto
Family Office Lead, Minto & Co
TRUSTED NUMBERS
Proof from client work
A clean plan for savings, pensions, cash, and inheritance.
Spotlight
Family Wealth Review
A clean plan for savings, pensions, cash, and inheritance.
0201
Business Reserve Check
Set cash aside for payroll, tax, and slow months.
0302
Retirement Drawdown Map
See income levels, timing, and tax trade-offs.
Read now
UK Asset Allocation Notes
A steady view of shares, bonds, and cash for this quarter.
0503
Risk Review Checklist
A quick way to spot gaps before the next market move.
0604
Pension Transfer Review
Check fees, funds, and fit before you switch.
0705
Income Plan for Owners
Balance business pay, dividends, and reserve cash.
0806
Annual Report Sample
See how Plum Assets tracks returns, risk, and changes.
Journal
From the journal at Plum Assets
Computers Electronics and TechnologyAug 22, 2026
Robot art has five possible revenue lines
Questions
Common questions
Quick answers before visitors choose a product, service, or next step.
01Who do you help?+
We help UK investors, business owners, and families with portfolio reviews, cash plans, pensions, and risk checks.
02What does a review cover?+
We look at asset mix, income needs, cash reserves, tax fit, and risk so your plan stays clear and useful.
03Do you manage portfolios?+
Yes. We can review and manage portfolios, then give plain reports so you can see what changed and why.
04Can you help with pensions?+
Yes. We guide pension choices, retirement income, and drawdown plans with care for UK rules and your goals.
05Do you work with companies?+
Yes. We help owners set reserve cash, map investments, and plan for growth, exit, or succession.
06How often are reviews done?+
Most clients use a quarterly or half-yearly check, plus extra reviews after major market or life changes.
Get market notes
Get short notes on UK markets, portfolio checks, and planning steps for business owners and families.