As part of our service, we will help you to complete a risk profile questionnaire. This questionnaire enables us to recommend a suitable savings and investment solution for you, as we appreciate that not everyone has the same appetite to risk versus reward.

The risk profile questionnaire focuses on:

• Your investment knowledge and experience..
• Your financial situation.
• Your personal circumstances.
• Your investment goals and objectives.

Once we have established your attitude to risk – ranging from a conservative investor to the more adventurous kind – we will make an investment recommendation to you. And once the investments have been made, we will keep in contact with you at least once a year or more regularly if you wish.

If after that initial investment you make a further investment or increase your savings we will go through the same risk profile questionnaire. This allows us to establish your current attitude to risk and make sure that the original investment taken still matches your attitude to risk.