I am concerned or would like to know more about my current investments

I encourage second opinions. You will be very surprised how the charges can change when brokers or advisors are competing for your business.

In lump sum investment over £50,000 or $75,000 or pension transfers QROPS/SIPPS the charges can significantly change. I have saved clients over £50,000 in 5 years in charges alone, simply by lowering the annual charge to clients.