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.