Investment Advice To obtain effective investment advice you need to interact with your adviser to ensure that the advice you receive fully reflects your personal values, aspirations, concerns and most importantly takes account of your "Attitude to Risk". To achieve this you may well be asked questions about seemingly inconsequential matters to do with your family, your health, your other investments and assets. In short we need to understand what your motivations, desires and concerns are. The more we know about you, the more we aim to offer advice that is relevant, effective and in empathy with you and your aspirations. If you have strong views about investing in an Ethical or sometimes called with "Social Responsibility" please click here. You can of course choose not to some divulge information which will lead to any advice being given on a "limited advice" basis, which means that the products recommended may not wholly be "in tune" with existing plans. To discuss how we can help you with your investment decisions phone us 01264 332334 or click here

Attitude to Risk This is a standard phrase of industry jargon used to record the type or nature of investments that you will feel comfortable investing into. The range is from very low risk investments (even the mattress can catch fire!) to higher risk company share type investments with all points in between! To try and ascertain what your personal profile is a questionaire is often used to accuraately profile the types of investments appropriate to your personal beliefs. Follow the link to test your Attitude to Risk