Trusted by 400+ mentored investors and 950,000+ followers
Rated 5/5 from 51 reviews on GoogleFree Portfolio Review
Tell us what you hold and we’ll send you an educational review of how your portfolio is put together. Free, no obligation.
Free to complete · Your money stays in your own broker account · Education, not advice
For education purposes only and not financial advice — we do not manage money for clients and are not an IFA, a broker or a fund manager. We’re expert educators. Investing involves risk. Your investments can fall in value and you may get back less than you invest.
What’s included
What your Free Portfolio Review covers
An educational look at how your ISA, SIPP or portfolio is put together — personalised to what you tell us, for your information only, and totally free.
Holdings overview
A plain-English summary of what you hold, whether it sits in an ISA, SIPP or general portfolio.
Fund-by-fund notes
Tell us which funds or stocks you hold and each is described objectively — what it is and how it works.
Costs explained
How the charges on funds and platforms are structured, so you understand what you are paying for.
Diversification & risk
How your holdings are spread across regions, sectors and asset types, whether several funds overlap, and the risks each one carries.
Educational context
The questions and concepts investors commonly use to understand a portfolio. Education — not advice.
Optional walkthrough call
Once you have read the review, talk it through one-to-one on a call if you wish — no jargon.
Portfolio review
Tell us about your portfolio.
Answer a few short questions about you and your investing. Your responses go straight to Alpesh’s team, and completing the form below takes around five minutes.
Free to complete — no obligation, no payment details required.
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Taking a while? Open the form in a new window instead (opens in a new tab)For education purposes only and not financial advice. We do not manage money for clients and are not an IFA, a broker or a fund manager. We’re expert educators. Your answers are collected by Typeform under Typeform’s own privacy policy. See also our privacy notice.
Trouble viewing the form? Open it in a new window (opens in a new tab)How it works
From form to review
- Complete the short form — it takes about 3 minutes.
- Our team prepares your educational review, using publicly available fund data and factsheets where available.
- Paresh books a call to walk through it with you — no obligation, no hard sell, no fees.
- Strictly confidential
- No spam, ever
- Part of our social responsibility
- Completely free
Why investors ask for one
An educational look at what you hold
Many people build up investments over several years: a fund here, a few shares there, perhaps an ISA, a SIPP or a general trading account. Over time it can become hard to see the whole picture. A Free Portfolio Review is an educational way to step back and understand how your holdings are put together.
Seeing your holdings described in one place can make it easier to ask good questions, whether of yourself, your platform or a regulated adviser. The aim is understanding, not a recommendation: the review does not tell you what to buy, sell or hold.
Experience
that counts
Media appearances
Alpesh on global broadcast.
Selected appearances and interviews on CNBC, Bloomberg, Sky News, BBC World News and CNN.
- CNBC
- BLOOMBERG
- SKY NEWS
- BBC WORLD NEWS
- CNN
Why Alpesh
An educator, not a salesperson
As a Visiting Fellow at Corpus Christi College, Oxford, and Financial Times author, Alpesh brings clear, structured investor education to everyday people. This free review is part of Alpesh's mission to teach a million people about investing.
You manage your own money, with your chosen broker. Alpesh provides education, data and methodology so you can understand what you hold. There is no product to sell you.
Free reviews completed
953+Member reviews
What members say about the education
“After discovering Alpesh on TikTok, I was inspired to join the programme. The structure, the clarity, the one-on-one access — I underestimated what I was getting.”
Common questions
Is this genuinely free?
Is the Free Portfolio Review genuinely free?
Yes — completely. There is no hidden fee, no credit card required and no catch. The review is provided as a free educational service to people who hold investments in an ISA, SIPP or portfolio. It’s part of Alpesh’s mission to teach a million people about investing.
Is the review financial advice?
No. You tell us what you hold, and Alpesh's team sends you an educational review describing your portfolio. It is investor education. It is not financial advice, and it does not tell you what to buy, sell or hold. If you need advice for your circumstances, speak to an adviser authorised by the FCA.
What does the review look at?
What you own, how it is spread across regions, sectors, company sizes and asset types, whether several funds hold many of the same companies, how fund and platform charges are structured, and the types of risk each holding carries, such as market, currency, concentration and liquidity risk.
Insights
Investing insights from Alpesh Patel OBE
Guides on ISAs and SIPPs, one-to-one mentoring, lifetime education and stock screening.
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Investor education only, not financial advice. Alpesh Patel is not a pension adviser. Investments can go down as well as up. Past performance is not a guide to future returns.
For education purposes only and not financial advice. We do not manage money for clients and are not an IFA, a broker or a fund manager. We’re expert educators.
The Free Portfolio Review is an educational service, not a brokerage or discretionary portfolio management service. Information is provided for educational purposes and does not constitute personalised investment, tax or legal advice. All investing carries risk, including loss of capital. Examples are illustrative and are not recommendations suitable for everyone.
Individual experiences vary. Reviews describe the learning experience only and say nothing about future outcomes. Investing carries risk to capital.
Any reference to investments or financial performance is illustrative and not a recommendation. If unsure, please consult a financial adviser authorised by the FCA. Communications may include financial promotions intended only for individuals who meet self-certification requirements under the UK Financial Promotion Order 2005. We do not accept liability for any loss or damage incurred from reliance on any material provided.
Alpesh Patel is Founding Principal of Rootbridge Capital (formerly Praefinium Partners). The Free Portfolio Review is investor education, not a regulated advice service. We collect only the data needed to deliver the services you request, do not sell or share it with third parties for marketing, store it securely in line with UK GDPR, and you can ask us to delete it at any time. See our privacy notice and terms and risk disclosures.