FinaMetrica® Risk Profiling System

Analysis of clients’ tolerance to investment risk is a key consideration when constructing and reviewing financial plans. We make use of psychometric testing provided by the FinaMetrica® Risk Profiling System; this allows us to carry out a more sophisticated, in-depth analysis of clients’ capacity for investment risk to assess whether financial goals are realistic and achievable taking individual clients investment risk tolerance into account.

There are 25 plain English questions used, covering a range of financial issues; the report produced is then used as a discussion tool to help us to gain a fuller understanding of individual clients expectations and investment risk tolerances and assists with managing expectations and achieving financial goals.