If you have seen a Financial Planner or a Wealth Manager, you will have probably been asked about your risk appetite. With us, it is no different.
Like most companies in this industry, we ask clients to complete a risk assessment, aiming to get the right portfolio mix for you and your risk appetite and capacity for loss. We understand no-one ever wants to lose money, but as with any investment, we recognise that you often have to potentially lose in the short term to gain in the long term – it’s a balancing act. For this reason, capacity for loss is incredibly important. It’s key that you establish the maximum you can afford to lose, or at least the amount you are prepared to see your money value drop.
If you would like to be contacted, please leave your details by completing the form below, or if your need is more urgent, please don’t hesitate to contact James King by emailing firstname.lastname@example.org , or call him on 01279 598710 and if he is not available, leave a message and he will call you back as soon as he becomes available.
King Financial Planning LLP is an appointed representative of The Tavistock Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA No: 519014. Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Registered in England No. OC429875. Partners James King & Tavistock Investments Plc. The Tavistock Partnership Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Some forms of Estate Planning are not regulated by the Financial Conduct Authority.