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Risk Assessment

Risk Assessment Questionnaire

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.