What does investment risk mean to you?

To understand your needs and views on the way money is invested, we will ask you some questions about your attitude to and tolerance of investment risk and your capacity for loss. This is a vital part of the financial planning process. It is important to understand what these mean to you and your circumstanses and needs.

Your view will be personal to you and is usually shaped by your past experiences, amount of investment, time to be invested, objectives for income or growth, or both, your ethical, environmental, social and governance stance, age and a range of other factors that shape the way you feel about your money and how it should work for you.

We are here to help. Please take a look at our Investment Risk Scale on the link below to help you consider potential ways to achieve your aspirations.

Investment Risk Scale