Risk Profiling

It is vital that a financial plan takes into consideration the risks that one cannot afford to take and want to take.  We will not only look at what your emotional capacity is for risk, but also your tolerance for loss.  We will ensure you fully understand the risks associated will all aspects of financial planning and how the gains and losses could potentially affect you and your family.

In a portfolio, one diversifies their holdings so as to reduce their overall risk and the same needs to be done with respect to protecting one’s overall financial situation.

Risk and perceived risk will change over the years, in light of your own personal circumstances and the economic global conditions.

We will always take time to discuss all these aspects and how they affect you, and your plans – to ensure you remain informed and comfortable with your financial decisions and plans.

Want to know more?

Call us for a friendly chat on 01442 508111 or email: info@fidelium.co.uk