Fleet Office: 01252 788888
Chichester Office: 01243 532161
As part of our advice process, it is really important that we understand your attitude to investment risk. To do this, we require you to complete a Risk Assessment Questionnaire. This enables us to assess your investment risk both in terms of your own risk tolerance as well as the level of risk necessary to achieve your financial objectives. You will have the opportunity at the end of the questionnaire to add any additional comments. Once we have analysed the output from the assessment, we can then agree an appropriate investment solution for you.
For couples, it is important that each party completes a questionnaire.
Please complete the questionnaire below.
Compared to others, how do you rate your willingness to take financial risks?
How easily do you adapt when things go wrong financially?
When you think of the word "risk" in a financial context, which of the following words comes to mind first?
When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?
What degree of risk are you currently prepared to take with your financial decisions?
Suppose that 5 years ago you bought shares in a highly regarded company. That same year the company experienced a severe decline in sales due to poor management. The price of the shares dropped drastically and you sold at a substantial loss.
The company has been restructured under new management and most experts now expect it to produce better than average returns. Given your bad past experience with this company, would you buy shares now?
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89 Fleet Road, Fleet
Hampshire GU51 3PJ
Tel: 01252 788888
Birdham Road, Donnington
Chichester PO20 7DU
Tel: 01243 532161
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Chadney Bulgin is a trading name of Chadney Bulgin LLP which is authorised and regulated by the Financial Conduct Authority.
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