Investment risk fire drill

It has been traditional to bracket investments into low, medium or high risk, but what does that mean in practice?

There can be significant differences between one companies or one individuals view on what low, medium or high risk actually means in terms of the specific investments used, which is why we commonly use a ‘fire drill’ approach with clients.

The fire drill is generally revisited each year and gives you an extra insight to double check you are emotionally and financially comfortable with the risk you are taking with your investments. This method ensures your investments remain appropriate to fund your future lifestyle.

To find out exactly what our fire drill entails, click on the image below to start the audio.

If you’d like to look a little closer at your level of investment risk, then please get in touch by completing the message form below or calling us on 01825 76 33 66.