Bespoke Investment Planning
GROW YOUR MONEY
We use a detailed Investment Risk Analysis computer programme to determine a client's attitude to risk. A series of questions is used to calculate, on a percentage scale, the level of investment risk a client is willing to accept. A similar process is used, again on a percentage scale, to calculate investment return expectations.
The scores for both are compared to establish whether expectations are realistic given the degree of risk that the client is willing to accept.
If these are compatible a recommendation can be produced in which a suggested breakdown will be recommended aimed at achieving these goals.
Regular reviews of investment performance and asset allocation are agreed within a service agreement.