Client notes
Client notes
Specific feedback from people who brought us a list and took a decision afterward.
“They cut twelve names from a watchlist I had been defending for months. The reasoning was specific enough that I kept the cuts — even the two I argued about on the call.”— Helen M., private investor, Surrey · Watchlist assessment
“The concentration note showed how much of my ‘diversified’ book leaned on the same export cycle. I already suspected it; seeing the map made the rebalance easier to explain at home.”— James R., family office, Edinburgh · Concentration review
“Turnaround was a day slower than hoped during earnings season, which frustrated me at the time. The screening note itself was careful — keep / deepen / remove labels with filing references I could check.”— Priya S., adviser, Manchester · Equity screening review
“We used the flagship screening review ahead of a trust rebalance. They refused to invent conviction where the numbers were merely average, which is exactly why we hired them.”— Owen T., trustee, Bristol · Equity screening review
Engagement story: pruning a forty-name board
A private investor in Kent arrived with forty equities accumulated over a decade of broker ideas and inheritance. The brief was not to find new names — only to decide which twenty still justified monitoring time.
We agreed liquidity and balance-sheet filters first. After the pass, fourteen names left the board on quality and thesis-staleness grounds; two borderline mid-caps stayed with explicit monitoring triggers. The client later wrote that the hard part had been emotional attachment to early winners, not the arithmetic — and that the written classifications made the conversation with their adviser shorter.
Engagement story: sector pile-up after a strong year
An adviser in Leeds asked for a concentration review after a client’s energy and banks overweight had doubled on price alone. The map showed single-name dominance inside what looked like a tidy sector bet. Reductions were prioritised by active risk contribution rather than by which ticker felt “expensive.” The adviser used the note in the next quarterly meeting without further translation.