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risk profiling
Adventurous or cautious?
Most people, when asked, would want their money to make as much profit as possible.
Great reward, however, carries greater risk. If you're happy with taking those risks, we'll devise a portfolio that reflects this, putting more of your investments into higher risk assets such as equities and property.
If, however, you'd prefer a safer, but potentially less financially rewarding route, we'll divert more of your funds into gilts, bonds and similar more stable investments.
We'll discuss with you what percentage of your portfolio should be in which camp. You may, for example, decide to risk nothing and put everything in the low risk category. Or you may think a 60:40 split represents the best balance for you.
This is perhaps the most important decision you'll need to make. We make sure you are comfortable with your risk profile before we recommend a portfolio.
We work with Finametrica to help determine your risk profile. If you'd like to try their online profile for yourself, contact us and we'll send log-in details.
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