Attitude to Risk

Removing the guess work

When arranging an investment, an adviser will ask you about your attitude to risk. We find that the most effective way of determining an individual’s approach to investing is by completing one of our risk profile questionnaires. Depending on whether you are investing for a pension or wanting to maximise the capital growth or income from your investment, we have the appropriate profiling tool. Using this we can accurately assess what approach to investment risk you should take and give you a score from 1 to 10 (1 being the lowest risk and 10 the most aggressive). 

Evolving plans

Your attitude to risk can change depending on prevailing market conditions and at different stages of your life; so whenever you like, we can re-assess your risk approach and help you restructure your investment or pension portfolios accordingly.