All investments are different and each comes with their own risks
and attributes. Discovering your risk profile makes it easier to assess
which types of investments suit you best.
Calculate
your Risk Profile - How do you feel about investment risk?
Decide how you feel about each of the statements below. Just click
on the number and when you get to the final statement your risk level
will be displayed below.
RISK PROFILER
Strongly
Agree
Somewhat
Agree
Somewhat
Disagree
Strongly
Disagree
(i) I would feel comfortable
if my investments could easily rise and fall by a quarter
(25%) or more in a year.
7
5
2
1
(ii) If my investments fell
significantly in value I might see this as an opportunity
to buy more at cheaper prices.
7
5
2
1
(iii) I would not feel comfortable
if my investments could fall in value at all.
1
1
4
7
(iv) I prefer the security of
bank accounts to stock market related investments.
1
1
4
7
(v) I can sleep at night knowing
that my investments might rise and fall quite rapidly in the
short term.
7
4
2
1
View investment profiles
Perhaps you already know your risk profile. You can view
the investment profiles below:
Chartered Financial Planners - Principle First Financial
Services are one of the few Independent Financial Advisers to achieve
Chartered Status in the UK - a reflection of our professionalism and
dedication to providing the highest level of customer service and
financial planning, including wealth management and inheritance tax
planning.
Principle First Financial Services is a trading style
of GMF Marketing Services Ltd. which is authorised and regulated by
the Financial Services Authority. Principle First Financial Services
is entered on the Financial Services Authority's register under reference
number 409667.
PAST PERFORMANCE IS NOT A GUIDE TO FUTURE RETURNS & INVESTMENT
RETURNS MAY FALL AS WELL AS RISE - Risk Profile must be clarified
before proceeding with any company pension advice.
