Four simple steps to invest with confidence
Step 1
Let’s have a chat
It starts with a free, no-obligation conversation.
About 30 minutes.
Enough time for you to tell me what’s on your mind and ask any questions
you may have.
We can meet online or simply talk by telephone.
No pressure. No jargon. No obligation.
Step 1
Let’s have a chat
It starts with a free, no-obligation
conversation.
About 30 minutes.
Enough time for you to tell me what’s on your mind and ask any questions you may have.
We can meet online or simply talk by telephone.
No pressure. No jargon.
No obligation.
Step 2
Help me understand you
Before talking about investments, I’d like to know a little more about you.
What’s important to you.
What you want your investment to achieve.
How you think and feel about investing.
And how we can work well together.
You’ll complete one short New Investor Discovery Questionnaire.
It contains just 14 questions covering four areas:
• Your Story and Priorities
• Your Investment Purpose
• Your Feelings and Behaviour
• Working Together
Everything is confidential.
You can complete the questionnaire by fillable PDF, email or on paper.
Because good advice starts with understanding the person, not the money.
Step 3
Help me understand you
Many people think they know how much risk they can take.
Until markets fall.
We use the FinaMetrica risk tolerance questionnaire.
It helps us understand your natural tolerance for risk.
- Takes about 15 minutes to complete.
- Consists of 25 questions about your attitudes, values and experiences.
- Includes your own personalised report.
- Can be completed online or offline.
- Everything is confidential.
- Investing should fit your comfort level, not test it.
Step 3
Discover your comfort with risk
Many people think they know how much risk they can take.
Until markets decline.
We use the FinaMetrica risk tolerance questionnaire.
It helps us understand your natural tolerance for risk.
- Takes about 15 minutes to complete.
- Consists of 25 questions about your attitudes, values and experiences.
- Includes your own personalised report.
- Can be completed online or offline.
- Everything is confidential.
- Investing should fit your comfort level, not test it.
Step 4
Learn, decide and stay in touch
Once I understand you and your attitude to risk, I can advise you.
Many people think they know how much risk they can take.
Until markets fall.
This short questionnaire helps us understand your natural tolerance
for risk.
- Learn the essentials of sensible investing.
- Discuss the principles that successful long-term investors follow.
- Avoid the mistakes that can quietly damage returns.
- Invest with carefully selected fund managers.
- Make an informed decision with confidence.
- Keep in touch and review your progress at least once a year.
Because investing isn’t a one-off event.
Step 3
Discover your comfort with risk
Many people think they know how much risk they can take.
Until markets fall.
This short questionnaire helps us understand your natural tolerance
for risk.
- Takes about 15 minutes to complete.
- Consists of 25 questions about your attitudes, values and experiences.
- Includes your own personalised report.
- Can be completed online or offline.
- Everything is confidential.
- Investing should fit your comfort level, not test it.
Step 4
Learn, decide and stay in touch
Once I understand you and your attitude to risk, I can advise you.
• Learn the essentials of sensible investing.
• Discuss the principles that successful long-term investors follow.
• Avoid the mistakes that can quietly damage returns.
• Invest with carefully selected fund managers.
• Make an informed decision with confidence.
• Keep in touch and review your progress at least once a year.
Because investing isn’t a one-off event.
If you’re serious about long-term investing, let’s have a chat.
Book your free, 30-minute, no-obligation chat.
I’m ready to help you become a confident investor who stays calm and invested.