ARW Wealth Management

Understanding your attitude to investment risk and acceptance of capital loss

Whatever your goals, we want to be sure that the investment strategy we recommend for you is in line with your attitude to investment risk and your acceptance of any loss in the value of your capital invested. To do this we need to consider a number of factors. They include:-

To establish your attitude to investment risk and capital loss, we will go through a questionnaire with you. Each answer produces a score and the scores are aggregated to calculate your specific level of tolerance for investment risk from 1 (very cautious) to 10 (very adventurous). We call this your risk profile score.

The risk profiling questionnaire we use has been developed by a leading actuarial consultancy Tillinghast Towers Watson to meet the best industry practice and guidelines laid down by our regulatory body, the Financial Conduct Authority.