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Financial Planning & Investment risk Profiling Details

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We assess our clients attitude to risk prior to any investment decision.  Please see below one of the investment tools that we use and please take some time to do your own self -assessment.

Please  note the disclaimer by Clarus, the designers of the profiling tool.  The key point that you should note is that this tool is a part of the decision making process and should be supported by expert advice prior to any investment decisions.

The value of your investment may go down as well as up. Past performance is not a guide to future performance.

Please use the scrolling  on the side to get to the end of the questionnaire