Monthly Expenditure/ Outgoings. Add here your monthly commitments, they only need to be approximate you can total the outgoings and then give a surplus income after all expenditure.

Jointly owned (assets that are held in joint names e.g main home, current account)

Assets in your name

Assets in your spouse/partners name

First loan

Second Loan

Third Loan

First Policy

Second Policy

Third Policy

Fourth Policy

First Account

Second Account

Third Account

Fourth Account

Fifth Account

Sixth Account

First Investment

Second Investment

Third Investment

Fourth Investment

Fifth Investment

Sixth Investment

First Pension

Second Pension

Third Pension

Fourth Pension

The risk a client is willing or unwilling to take is extremely important when considering how and where their money is invested.

INSTRUCTIONS

Please answer the following questions, which ask you about your thoughts, attitudes and experiences when making financial investment decisions. There are no right or wrong answers. They are to help us assess your attitude to risk in making investments.

• Read each question and choose the answer that best describes you by selecting the answer from the drop down list.
• Don't spend too much time considering - your first response is probably best.
• Answer every question even if you feel it doesn't really apply.
• If you want to change any answer, please do so before you submit this form.

 

Capacity for loss questions

• You may currently only have one key financial objective which you wish to address immediately. However, we give you the opportunity to list up to three which are in order of priorty. This gives you the chance to possibly combine these now, or come back to them at some stage in the future. Remember, financial planning is always evolving and needs reviewing constantly.