Investment risk profiling tool

Different asset classes such as shares, bonds and cash carry different levels and types of investment risk that should to be considered together with potential returns when choosing investments.  More risk may mean that the potential for growth is greater, but there is also an increased possibility that the value may fall.  On the other hand, lower risk investments might offer greater security but typically with lower potential returns.

We have developed an Investment Risk profiling tool to enable you to assess the level of investment risk that is likely to be appropriate for your investments.

It is important that you answer all 8 questions carefully and honestly.  There are no right or wrong answers, the questions are simply designed to provide you with a view of your underlying thoughts and instincts when making financial decisions.

Launch the investment risk profiling tool

The investment risk profiling tool is a first step towards becoming familiar with your financial objectives, priorities and preferences.  It does not constitute financial advice. The ideal next step is to meet with one of our Client Managers, who can undertake a full review of your current financial circumstances, your attitude to investment risk and your future plans before making recommendations to help you meet your financial objectives.

To arrange an appointment with one of our Client Managers please give us a call on 0870 121 4899 or email us today.