Most landlords with 10+ properties never receive proper portfolio analysis. Their accountant handles tax. Their broker handles finance. Nobody looks at the whole picture — yield optimisation, dormant equity, EPC compliance, Section 24 impact, capital growth — until a decision forces it. Premier is that missing layer.
Premier Portfolio Advisory is built for three types of client. If you recognise yourself in one of these, we should talk.
You own 10 or more investment properties. You're thinking about refinancing, restructuring, EPC compliance, or the next acquisition — and you want analytical depth before making the call. We provide it.
£997 – £2,500 typicalYou hold mixed residential, commercial, or development stock worth £5M+. You need institutional-grade reporting for internal governance, annual reviews, or pre-transaction due diligence. We deliver it confidentially.
£2,500 – Custom scopeYour clients need portfolio analysis — you don't produce it in-house. Premier is your white-label analytical team. 20% referral commission, or wholesale pricing for resale. See our partnership programme.
Partnership programmeEvery Premier engagement produces three documents — a Portfolio Report, an Operations Manual, and an Issues & Action Plan. Together they form a complete operating picture of your portfolio.
Full valuation, yield analysis, cash flow modelling, property-by-property schedule with EPC status, yield league table ranking best to worst, flags & issues register with red/amber classification, and strategic recommendations for the coming 12 months.
Month-by-month compliance calendar: EPC renewal schedule, gas safety dates, insurance renewals, rent reviews. Plus Section 24 structuring guidance, tenant management workflows, selective licensing notes, and exit-planning considerations.
Each flagged issue given a priority rank, deadline, estimated cost, and projected impact on portfolio value and yield. Sequenced to minimise disruption to tenants and maximise return on remediation effort.
A 4-page extract from an actual £4.1M Leeds portfolio engagement — addresses redacted, every number preserved. The quickest way to understand what Premier produces.
Pricing scales with portfolio size and complexity. Every tier includes all three documents and a 72-hour turnaround. Enterprise engagements are scoped individually by enquiry.
All tiers below Enterprise are fixed-fee. No hourly billing, no scope creep, no surprise invoices. Payment on delivery for Foundation & Intermediate; 50% deposit on Professional. Enterprise engagements are individually scoped following a discovery conversation. Premier does not hold client funds beyond the engagement fee.
Premier engagements are designed to be light on you and heavy on output. Most clients spend under an hour providing data; the rest is ours.
30 minutes. We understand the portfolio shape, your current priorities, and any decisions on the horizon. No obligation.
You share property list, rents, mortgages, EPCs — a spreadsheet is fine. We send a secure link. Everything NDA-covered.
Premier builds the valuation, yield model, compliance register, and strategic recommendations. Nothing outsourced.
Three PDFs delivered. Follow-up call to walk through findings and next actions. Q&A for 30 days post-delivery included.
For accountants, mortgage brokers, and wealth managers who serve landlord clients. Premier becomes your invisible analytical team.
Every property accountant and BTL broker has landlord clients who need portfolio analysis — and every firm either declines the work, outsources poorly, or absorbs unpaid hours trying to produce it in-house. Premier fixes this. You introduce the client; we deliver the analysis; you choose how it's branded.
You refer the client, we deliver under Premier branding. 20% commission on every engagement. No cap, no minimums, no lock-in. Ideal for lower-volume firms and mortgage brokers.
You sell "Firm Name Portfolio Advisory" at retail. Premier delivers under your brand at wholesale (50–60% of retail). You keep the margin, the client sees only your firm. Ideal for accountancy practices productising.
The discovery call is genuinely discovery — we learn the shape of your portfolio, your current priorities, and whether Premier is the right fit. If it is, we send a fixed-fee proposal. If not, we recommend someone who is.
If you'd like to see the sample 4-page portfolio engagement before the call, say so below and we'll send it by email within the hour.
A simple spreadsheet is enough. We need address (or postcode + property type if you prefer), current estimated value, outstanding mortgage balance, monthly rent, EPC rating and expiry, and ownership form (personal / Ltd / joint). If you have current accounts or a schedule from your accountant, that usually covers it. We can work with incomplete data and flag gaps in the report.
Your accountant focuses on compliance and tax — rightly so. Premier focuses on the portfolio as an investment vehicle: yield benchmarking, valuation, capital structure, refinancing capacity, compliance-risk forecasting, and capital-growth projection. The two are complementary. In fact, we regularly recommend clients refer back to their accountant for specific tax-structuring work surfaced in our analysis (Ltd vs personal, SDLT implications, etc).
Every engagement is covered by a mutual NDA signed before any data transfer. Data is stored on encrypted UK infrastructure only for the duration of the engagement, then deleted. No third parties see your portfolio — Premier is a single-principal operation, not a team of junior analysts. Your report is delivered via secure link and available for 30 days; you retain all copies.
Yes. Use the form above, mention it in the message, and we'll send the anonymised 4-page extract by email within the hour. The sample is drawn from a real £4.1M Leeds portfolio engagement — every number is preserved; only addresses and the client name are redacted.
Every engagement includes 30 days of post-delivery Q&A at no cost — if something is unclear or missing, we address it. In the rare case of a fundamental problem with the analysis, we offer a full refund or full rework at our option. Premier operates on a reputation model; unsatisfied clients hurt us more than they hurt you.
Currently Premier operates only on UK property (England, Wales, Scotland, Northern Ireland). Our regulatory knowledge — Section 24, EPC regulations, SDLT, selective licensing — is UK-specific. Enquiries about international portfolios can be referred to appropriate regional specialists.