Questionnaire

Please bear in mind that this questionnaire, although a helpful tool, is quite limited in its format. The six questions asked represent the key drivers relating to risk, but the actual portfolio recommended by an appropriately regulated investment adviser may differ in light of a more thorough examination of your circumstances and views.

The results of the questionnaire assume you have sufficient money held within easy access to serve as a contingency fund.

If you need further assistance, or would just like to talk through your requirements with one of our advisers, please contact us on 0845 4080707.

Just answer the questions as the appear

My experience with investment is

None

A little

Quite a lot

Significant

I am prepared to invest for a period of

3 - 5 years

5 - 8 years

8+ years

As a percentage of the investment, how much income do you intend to withdraw each year?

5 - 8%

3 - 5%

1 - 3%

The money represents

The majority of my wealth

A good proportion of my wealth

A small proportion of my wealth

I would generally consider myself

Careful with money

Moderately adventurous with my money

Adventurous with my money

Absolute Portfolio

Very low risk

Based on your answers above, we would suggest the Absolute Portfolio
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Cautious Portfolio

Low risk

Based on your answers above, we would suggest the Cautious Portfolio
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Balanced Portfolio

Moderate risk

Based on your answers above, we would suggest the Balanced Portfolio
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Adventure Portfolio

Increased risk

Based on your answers above, we would suggest the Adventure Portfolio
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