Your attitude to risk
Your attitude to risk can vary depending on various factors such as your life stage, financial capacity, objectives, and daily financial needs. At MAFS, we conduct a risk questionnaire and engage in discussions to evaluate the different levels of risk aligned with our recommended investments.
The questionnaire assesses your willingness to take risks, while our discussions consider your ability to take risks in the context of your specific needs and objectives. This ensures that we provide tailored recommendations that suit you best.
Please note that the questionnaire alone does not constitute investment advice or recommendations. It aids in assessing your general attitude to risk, which is just one aspect of our comprehensive financial advice. Once we understand and agree on your risk tolerance, we will develop an investment portfolio and/or retirement plan that aligns with the appropriate risk-assessed asset allocation strategy.
Examples of our risk questionnaires:
Take the first step towards your financial goals.
Arrange an appointment with us today. At Martin Aitken Financial Services, we offer free initial advice to guide you in the right direction.
Contact us now to discover how we can assist you in achieving your financial objectives. Call us 0141 272 0000 or simply fill out our online enquiry form to get started.
