Personal Investment Profile

This form is for existing clients who wish to update their investment profile.

Firstly, assessing your investment profile is not scientific; it will not mean that you have an investment portfolio that will never give you cause for concern, at some time. Market corrections are an inevitable part of investing. When they occur (and they will), your portfolio will fall in value. Although this will only ever be temporary, it will still test your temperament. 

Secondly, your investment profile is only ever the starting point of a conversation with you about your investments. We can only truly know the return your money needs to earn (and hence the investment portfolio that is appropriate for you) when we have produced your personal Financial Master Plan. We will then construct a portfolio that is aligned with your long-term financial goals. 

When answering the questionnaire below, please remember:

- there are no 'right' or 'wrong' answers to any of these questions. 

- you are likely to be investing for decades. What happens in the short-term is utterly irrelevant to your long-term aspirations.  

- your Financial Master Plan will factor in you having enough cash to hand to fund short-term living costs.

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Section 1 - Attitude and Behaviour to Investing
1. During retirement, there are only two major financial outcomes that can occur. A) You will have enough money to cover all your needs throughout your life or B) At some point in the future, you will run out of money. How willing are you to accept investment volatility to prevent (B) from happening *
2. I find investment matters easy to understand *
3. I feel comfortable about investing in the stock market *
4. Safer investments can only offer lower long-term potential returns *
5. To get the long-term returns I need, I will accept a fair amount of short-term volatility *
6. It takes me a long time to make up my mind on financial matters *
7. When I'm faced with a financial decision I am generally more concerned about the possible losses than the probable gains *
8. If your employer offered you a promotion, how would you prefer to be paid? *
9. If you inherited a dilapidated property from a friend that was valued at £300k, would you? *
11. I am investing to... *
tick as many boxes as you feel are correct.

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