Scheduled Maintenance

We need to provide an essential update to the website which will take place at 8:30am on Wednesday 15th June 2021. The site will be unavailable for a few minutes.
If you need to contact us in the meantime, please call 0121 236 2380. Apologies for any inconvenience caused.

This information is provided for information only and must not be considered as investment advice. You should seek professional investment advice before making any investment decision.

Risk Profiler

An investor's financial affairs and objectives are likely to require human assessment which cannot be substituted with a system based approach. However, our risk profiler can help to assess the two elements of an investor's risk profile, the ability to take risk and the willingness to take risk. The profiler provides you with feedback, which can promote further discussion. Provided you are a registered adviser and have logged in, all reports that are generated will be available in the "Adviser Reports" section of this site.

If you are a registered adviser and have selected an investor account, then you will be able to make this visible to the investor and they will be able to retrieve the report when they login to their account.

Please note that reports will not be generated if you are not logged in.