A Guide To Financial Risk & Reward
Financial risk is an ever-present factor in inflation-beating investment. But that doesn’t mean we all treat it in the same way. Everyone has a different attitude to risk. And sometimes it can be difficult to identify what your own attitude is.
That’s why we’ve developed a detailed Financial Risk Questionnaire. This is simply to help us understand what degree of risk each client will accept before undertaking any kind of investment.
You must be aware – and comfortable – that the value of the investments you’ll need to choose to achieve this ‘extra’ return will rise and fall. And, you can’t be certain what the value of your investment will be at any point in the future.
Our questionnaire will establish that degree of comfort, and it’ll be at the heart of the investment solution we design for you.
What happens next?
Once we’ve established your comfort-level of risk, your Financial Adviser will put together your savings or investment objectives. These will be based on your circumstances, financial knowledge and experience.
The value of your investment can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investing in shares should be regarded as a long-term investment and should fit in with your overall attitude to risk and financial circumstances.
Mrs Trumble, Horley
Thank you so much for the investment advice
I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!
Lucy Quinn, East Sussex
Giving her peace of mind that her funds were safe
I want to thank you for everything you did for Muriel – I know that she thought of you as a friend as well as her advisor and I know that you were very helpful to her as well as giving her peace of mind that her funds were safe.
