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.
Yvette Jeal
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
Kate
Orchestrating gains amidst turmoil!
I just received the review and haven’t read it yet but am extremely pleased with the results over the past 6 months on my account – especially in view of the pandemic and crazy, constantly evolving economy we are experiencing recently. Many thanks and congratulations to you and the team for orchestrating gains amidst turmoil!
