Income Portfolio Review

Scope

Bring the holdings that generate — or are meant to generate — your equity income. We map sector and single-name concentration, flag overlapping ex-dividend clusters that create lumpy cash months, and highlight where payout ratios look stretched relative to free cash flow.

Included

• Holding-by-holding income quality commentary for the agreed sleeve
• Notes on cut risk and covenant or regulatory overhangs where relevant
• Observations on DRIP versus cash election trade-offs in your context
• One revision pass after the briefing call for factual clarifications

Excluded

Full market forecasting, options overlay design, and FX hedging programmes are out of scope unless commissioned separately.

Fee basis

Fees start at £1,950 for sleeves of up to twelve equity lines. Larger lists are quoted after intake.