Managing the risks
Virtually every decision in life involves taking some form of risk. Of course, this tends to mean that whatever you do with your money, there will be some opportunities but there will also be some threats.
An important part of the financial planning cycle is to regularly discuss your individual risk profile.
You may have built up products or investments throughout your lifetime. Time may have passed and a lot may have changed since these were last reviewed (if at all).
Or, you may have inherited money, having never invested before.
Our assessment of your individual risk profile will usually begin with you completing a short questionnaire. This is to ascertain how you feel about certain types of risk and how they are relevant to your individual circumstances.