The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.

Attitude to Risk

To understand your attitude to risk, we will take you through our independent risk profiling process in which we will ask you to respond to a series of 12 questions which help to understand your overall willingness to take risk.

You will be asked to respond to the questions with one of the following:

  • Strongly agree

  • Agree

  • No strong opinion

  • Disagree

  • Strongly Disagree

Investing money to achieve a specific goal is normally considered to be a medium to long term strategy

Risk Profiling Questions

  • People who know me would describe me as a cautious person

  • I feel comfortable about investing in the stock market

  • I generally look for the safest type of investment, even if that means lower returns

  • Usually it takes me a long time to make up my mind on financial matters

  • I associate the work ‘risk’ with the idea of ‘opportunity’

  • I prefer the safety of keeping my money on deposit

  • I find investment and other financial matters easy to understand

  • I am willing to take substantial financial risk to earn substantial returns

  • I have little experience of investing in stocks and shares

  • When it comes to investing, I’d rather be safe than sorry

  • I’d rather take my chances with high risk / high return investments than have to increase the amount I am saving

  • I am concerned by the uncertainty of stock market investment

Our Role

We place your assets in the right name, ownership and tax wrapper so that you can legally and ethically ensure you do not pay too much tax when you want to spend them

Make sure you do not miss out on getting money back that might be owed through tax relief on pension and retirement planning

Save you time and effort by recommending the most appropriate solution

Speak with one of our Financial Advisers …
Call us on +44 7932 266 717

or leave your details and our team will be in touch…