Risk profiling

Initially our priority is to understand the level of risk that you are prepared to take with the different elements that make up your investment portfolio. We must also understand how married couples different views on risk can work together.

To understand this we conduct an in-depth analysis to accurately ascertain your attitude to risk using a detailed questionnaire.

This forms the basis for a discussion around the wider topics of what your aims and aspirations are for your investment portfolio and to understand if what you are looking to achieve is possible given the level of investment risk you are willing to take.

Over time your attitude to investment risk is likely to change and we will review this with you from time to timr during our regular planning meetings. All the portfolios we recommend are fully customisable and can be tailored to your own particular needs.