Ensuring investment suitability remains at the heart of the value that you bring to your clients. Having helped thousands of advisers, over many years, understand the risk level of their clients, we know accurate risk profiling helps you build longer, deeper relationships. A good understanding of your client’s risk level is paramount to enable them to achieve their goals. Accurate risk profiling also means that in a market downturn they are more likely to be comfortable with any short-term fall in the value of their portfolio.
Good risk profiling also helps ensure compliance with FCA and other industry regulation. At the same time, our independent, robust asset allocations, created for each risk profile, can help you deliver good, risk-adjusted returns for your clients.