Resource · For prospective clients

5 portfolio review questions for the new tax year

The start of a new tax year is the perfect opportunity to review your investment portfolio. In this video, we explore five key questions every investor should ask to ensure their investments remain aligned with their financial goals, risk appetite and long-term strategy. A simple portfolio review today can help you make more informed decisions for the year ahead.

Next step

Speak to your broker.

Have your broker on the line? Ask them to confirm their name, their FCA individual reference, and theregistered firm address — all three are public on the register.

Call a broker

Verify us in under a minute

Firm name

Clear Capital Markets Ltd

Open the FCA register entry

FCA reference

FRN 706689

Verify us in under a minute

All investments carry risk. The value of shares and the income from them may go down as well as up and you may not get back the money you invested. Past performance is not a reliable indicator of future results.

Investments in Small Cap Shares involve a high degree of risk and are not suitable for all investors. Companies listed on the AIM or Aquis market can be highly volatile and are considered high risk speculative investments.