Attitude to Risk

What is your attitude to risk?

As part of our fact finding analysis we work with you to identify your attitude to risk. The questions used to obtain this information are below:-

1) I am a:

  • Low risk taker
  • Average risk taker
  • High risk taker

2) I have a specific time in mind for holding my investments:

  • 1-2 yrs
  • 3-6 yrs
  • 7 yrs plus
  • No specific time at this stage

3) I have changed my attitude to risk since the financial crisis:

  • Yes
  • No

4) My current income and sources of future income are (eg. Salary, pension, Social Security Benefit’s):

  • Very unstable
  • Unstable
  • Stable
  • Very stable

5) I may need a significant sum of money in the near future for a special event:

  • Yes
  • No

With this information we are then able to provide you with recommendations for your portfolio.