Investment Risk


Investment Risk Management Experts

Before you undertake an investment, we must check your understanding of the risk you are prepared to take with your money.


This is done by looking at your attitude to investment risk and your personal knowledge and past experience involving investments/investing, and any other relevant factors.


Any investment can lose money, so we also have to check with you the impact of a fall in value on your current and future plans.


The timeframe of your investment is also important, as clearly the longer the period to invest, the more able you will be to withstand your investments moving down in the short term.


You may be interested to know that there are a number of investment providers that offer a guarantee that capital will not be lost; but it will not surprise you to know that those providers will charge extra for that benefit.