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.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Pamela Bacon-Upshon
I have never received such splendid advice and attention
I very much appreciate the time and consideration you have taken on my behalf. I have never received such splendid advice and attention and I look forward to a long and happy Investment career with Pembroke Financial Services.
