Risk Warnings

This is also available as an integral part of the body of our website on the plan, invest and review pages. This document is intended to be supplementary to those risk warnings. It is important to note that past performance is not a guide to future returns and investors may get back less than they have invested. All investments carry risk. 
 

To our clients, we note: It is our duty as a firm to provide clear and fair advice to you, the client, including but not limited to, performing a detailed risk assessment with you prior to investing. This is a key part of our service and carried out as part of the initial review. Your attitude to risk and capacity for loss set the benchmarks for all our advice and this is at the heart of what we do and how we operate.

 

We will also update your risk tolerance on an ad-hoc basis, to fit in with changes in your life circumstances, or upon your request. We have a duty of care to you the client and part of our service is to ensure that you both understand and accept all of the potential risks associated with investing. 

 

The client portal will be used to hold various key risk documents for you, including but not limited to Suitability Letters, Key Investor Information Documents (KIIDs), requested Factsheets, and any other regulatory documents that may help you to make an informed decision on investment choices and to better understand risk. 

 

We are here to help you and would encourage you to contact us at any stage of the client journey if you do not fully understand the risks associated with investment.