3. Ethical and Risk Profiling
Ethical Profile – This document will ask you to highlight your ethical considerations. It will determine what you would like to actively invest in and what you would like to avoid. Your answers will then go through our screening process which will provide us with a guide as to what may be suitable in line with your ethical preferences .
Risk Profile - We would all like to achieve our financial objectives with minimal effort or risk. However, it is important that we understand the balance between risk and reward to develop a successful savings and investments strategy. The risk profile assessment will help us determine the level of investment risk you are willing to take on your investments. Risk is a complex area and key to any advice provided, therefore it is important that we fully understand your views and outlook. This will therefore be discussed with you as part of the process.