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Attitude to Risk

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Initially our priority is to understand the level of risk that you are prepared to take with your money.  We will need to assess and agree this.  We must also understand, if you are a couple, how each person’s views on risk, can work together.

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Questions to be answered will be:

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  • How much investment risk you need to take to meet your objectives

  • How you would feel if your investments lost money

  • How your lifestyle would be affected if the value of your investments fall.

  • We will help you understand the risk associated with investing and, together, help you to choose the right level for each individual investment or goal.

 

To understand your attitude to risk we conduct an in-depth analysis using a questionnaire.  By completing this, we can then understand how to construct a portfolio that will meet your financial planning aims whilst staying within the risk boundaries that you are comfortable with.

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The value of investments and income from them can go down. You may not get back the original amount invested.

Foyle Financial Ltd is authorised and regulated by the Financial Conduct Authority.  Foyle Financial Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 1005338.

 

Foyle Financial Ltd is registered in NI as a Limited Company NI654025

Principal: Brendan Carlin
Foyle Financial
3 Queen Street
Derry.
BT48 7EF

FOYLE FINANCIAL LTD

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Phone: 02871 361000

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Email: brendan@foylefinancial.co.uk

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Working Days/Hours: Mon - Fri / 9am - 5pm

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Email communications are not secure and for this reason Foyle Financial cannot guarantee the security of the email, its contents or that it remains virus free once sent.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK

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