Projects / Portfolio Energy Review

Portfolio Energy Review.
Know what is included.

Bring EPCs and building information together to help prioritise further assessments or improvements across a property portfolio.

Request a quote Ask a question

Quotation

Commercial building exterior — Illustrative property and service photography.

Understand this certificate or inspection

Costs and included quantities

The property, size, required outputs and access arrangements determine the quotation. Explain the work you need before agreeing a price.

What should the quotation identify?

Agree the property, work, output and any exclusions. A report or visit does not automatically include repairs, installation or additional professional services.

Arranging the visit and report

Confirm access for each professional and the required report date. Combining services does not guarantee one simultaneous visit or the same turnaround for every output.

See all prices Domestic EPC EICR Gas Safety

Define the areas to be checked

Start with a complete address list and match each certificate to the correct home or business unit. Flag outdated or missing records.

Prepare the information

Explain what the portfolio review should help you decide, such as which properties need further investigation or a more detailed improvement plan.

Review the findings and scope

Different buildings can need different assessment methods. Agree how domestic, commercial and mixed-use properties will be handled.

Keep the right records

A portfolio review does not renew each EPC or supply installation design. Any property visit, additional calculation or certificate needs an agreed scope.

BEFORE THE APPOINTMENT

Make the visit
easier to arrange.

A property schedule, existing certificates, missing records and the review objectives.

Tell the team about the deadline, occupier arrangements and any known restriction. Your preferred date needs confirmation before attendance.

What you receive

The portfolio analysis and property priorities agreed in the quotation.

Confirm the output in the accepted booking or quotation. Extra reports, repairs and unlisted work are separate.

Start with the property details

Before arranging
Portfolio Energy Review.

Guidance reviewed 8 November 2026. Official information

What should I send?

A property schedule, existing certificates, missing records and the review objectives.

What is the price?

Quotation. Standard quantities are shown on the pricing and booking pages. Non-standard work needs review before a final price is agreed.

Is the visit confirmed when I complete the form?

No. Submitting a request or paying does not reserve a preferred visit. The team must agree the work, access and professional availability.

YOUR NEXT STEP

Let’s arrange the right work.

Share the property details and your preferred timing.

Start this service

Portfolio Energy Review.Know what is included.