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Home
You
Us
Podcast
Podcast 151+
Podcast 1 - 150
Media
Blog
Videos
Insight
10 Financial Commandments
Cashflow Forecasting
Investing Principles
Mexican fisherman
THE ADVANCE
retirement
50 Years
Calculators
Annual Exemption IHT
BTL Income Tax
Business Sale
Car Leasing Vs Buying
Care fees Planning
CETV (Pension Transfers)
Compounding
Contributions vs Investment Returns
Financial Independence
Human Capital
Income Protection Costs
Investment Calculator
Investment Returns
Lifetime Returns
Mortgage Overpayment
Pension Lifetime allowance
Private School Fees
Property Purchase
Scottish Property Purchase
Saving Percentage
Return on Investment
Total Cost - Totaliser
Contact
Panicked Investor Survey
Name
*
First Name
Last Name
Email Address
*
Successful investing is about acting and not reacting. If your financial plan has changed, this is when we assess your investment portfolio. Has your financial plan changed?
*
Why do you wish to change your long term investment strategy?
*
Did Maven Adviser discuss with you before investing the potential volatility of the financial markets?
*
Yes
No
Can't remember
What is the real driver for abandoning the financial plan that has been created for you?
*
Do you know that if you exit the investment markets you then need to make a second decision about entering back in (or not)?
*
Yes I'm fully aware of this
No, I won't be re-entering the markets
I don't understand
History has shown that all declines in a globally diversified equity portfolio have always been temporary. Do you agree with this statement?
*
Yes
No
I don't undersatnd
It's difficult for both of us if you choose not to follow our advice. In these situations we invite our clients to find a more suitable adviser.
*
Yes all noted, I fully understand this statement
I'm not sure what this means
In my professional opinion, you are about to make a major financial mistake from which you may never fully recover. Given my concerns about your proposed course of action, are you adamant you still wish to proceed?
*
I've have enough, I want out
I wish to have a phone call with you again to calm my nerves
I think I've overreacted, I'm happy to stay invested
Thank you!
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