Attitude to Risk
Understanding your tolerance of investment risk and matching you to the correct investment profile is a critical part of our service.
We will ask you to complete an Attitude to Risk Questionnaire that will then form the basis of discussion with your adviser. Your adviser will also consider other information that you have disclosed including your experience of investment markets and your goals.
Together, we aim to arrive at an agreed understanding of the relationship between investment risk and investment return. It is probable that your Investor Profile will differ for varying goals and the time horizons that your Wealth Management Plan is addressing.