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 pertaining to your attitude to and tolerance of investment risk. But what does it all mean to you, because it is a vital point of the financial planning process?

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 and ecological 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