It is our belief that one should have a spread of investments in various asset classes whilst maintaining your personal attitude to risk. This is an area that is sometimes overlooked and it is important to realise that 90% of investment performance is derived from Asset Allocation and it is therefore imperative to choose the right mix of funds over any given period taking into consideration your circumstances.
When providing advice, we consider the adverse impact of investment decisions on sustainability. As part of our research and assessment of products, we will examine the Product Providers literature to compare financial products and to make informed investment decisions about ESG (Environmental, Social and Governance) products. We will at all times act in the client’s best interests and keep clients informed accordingly. The consideration of sustainability risks can impact on the returns of financial products.
Given the importance of your attitude to risk, we have provided you with our Risk Assessment Questionnaire, should you wish to avail of this service please download, complete and return to us or alternatively please do not hesitate to contact us. We can then provide you with a personal report and results .
For further information on investments please contact us at (01) 4972544 or by email at firstname.lastname@example.org
Risk Assessment Questionnaire