Assessing attitude to risk is a vital part of the investment process. Regulators expect firms to conduct a robust assessment of client suitability when recommending products – but understanding the risks an individual is willing to take is not easy.

Our risk profiling tools are adapted to suit clients at different stages of the investment journey and can be fully integrated into your advice processes and systems. Our market-leading questionnaires are used by many financial services companies and advice networks to enable and evidence all-important discussions about risk.