Risk Profile Questionnaire
Let's find your starting point for risk
This questionnaire measures your attitude to investment risk — one input we use, alongside your goals, timeframe and financial situation, to shape your strategy. We'll start with how risk and return work, look at what different mixes of investments have actually done, then go through eight questions together.
Before we start
Risk and return: the trade-off
Most portfolios are built from a handful of building blocks. Each does a different job: some keep your money steady, others grow it over time but bounce around more along the way.
There are also alternatives (for example private markets or hedge-fund style strategies), which can sit on either side; in the mixes below they are shown half as growth and half as defensive.
From conservative to aggressive
Every investor sits somewhere on this line. Moving to the right means more growth assets: more ups and downs in the short term, in exchange for the chance of higher returns over the long term. Slide to see how the mix — and what it has actually done — changes.
How each profile has actually behaved
Your questions
Eight questions about how you feel about risk
Keep the charts above in mind — you can scroll back up to them at any time, for example to look at a market fall while answering a question about one.
Based on your answers, you lean toward
Final step
Confirm the risk profile to record for this client
Currently viewing: — this is what gets recorded unless you change your selection using the carousel above.
Recorded
This has been sent to Lionheart Financial Advice and will form part of your client file.