Our unique combination of financial and legal services…
We use two well-established and recognised risk-profiling tools to assess the appropriate investment risk and asset allocation for your clients’ portfolios.
Morningstar is a respected and reliable source of independent investment analysis. Their risk-profiling tool is designed to help determine clients’ attitude to risk, assisting in the client suitability assessment processes.
Dynamic Planner is the most widely used risk-profiling and asset-allocation process in the UK, used by thousands of advisers and paraplanners from large networks and nationals to high-quality regional and local firms and private client management firms up and down the country.