SAVINGS AND INVESTMENTS
Your investment risk tolerance is a critical aspect of your investment intentions that we examine before recommending any products or services. It is surprising how often people categorise themselves as being, say, low-risk and yet they have little difficulty in investing in shares, which are undeniably high-risk.
MMPI has devised an Investment Risk Questionnaire, which allows you to determine your own point-in-time financial-risk tolerance. We say point-in-time because your risk tolerance will change over time - not only with age and maturity but just consider how you might feel immediately after suffering a substantial loss on the stockmarket - quite a bit chastened, we suggest. And, therefore, your risk tolerance will almost certainly reflect your changed circumstances.
Use the MMPI Risk Questionnaire to check your financial-risk tolerance here
Find out more about Investment Risk and Investment Risk Categories here
Observations:
Within the various risk categories there are many different and varied products available and it is for this very reason that we are deliberately very prudent in the choice of companies we recommend as fund managers. Considerable care is also taken in matching each investor's risk profile with appropriate products.
MMPI's philosophy is to use high quality companies only and to carefully match products with investors' needs. At all times we endeavour to provide the highest level of personal service.
If you believe you require further clarification on any matter relating to savings & investments please feel free to contact us for independent and impartial advice.
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