What type of Investor are you? By submitting your answers and details you’re confirming you agree with our Privacy Policy. Step 1 of 7 14% For how long are you planning to invest? If less than 3 years, you should leave your money on deposit or in Premium Bonds.For how long are you planning to invest? 3-5 years 6-10 years Longer than this What is your experience of investing?What is your experience of investing? I've never invested in stocks and shares before I own shares, have a pension or stocks and shares ISA, but have not really been involved I already have various stock market investments I invest myself and take a keen interest in financial matters If you invested £20,000 and it fell in value in the first year, would you sell when it had fallen by:If you invested £20,000 and it fell in value in the first year, would you sell when it had fallen by: 5% to £19,000 10% to £18,000 20% to £16,000 I would not sell Would you choose an investment which could over 5 years?Would you choose an investment which could over 5 years? Rise by 10% or fall by 8% Rise by 15% or fall by 12% Rise by 20% or fall by 15% Rise or fall by 30% or more Which of these best describes your attitude to investment risk?Attitude to investment risk I prefer my money to be safe from risk I would be uncomfortable with large falls in value in the short term Iʼm happy to take some risks to grow my investments in the long-term I think that the more risk I take, the better the returns are likely to be How do you feel about ethical and sustainable investments?Ethical and sustainable investments Iʼm really not bothered Itʼs not something Iʼve considered but I would like to know more Iʼd prefer my money to do good things, if it doesnʼt affect returns Itʼs very important to me that any money I invest has a positive impact Thank you for taking our survey. This field is hidden when viewing the formScoreBased on your answers, you’re a Cautious investor. As a ‘Cautious’ or lower risk investor, your portfolio will be invested primarily in defensive areas such as cash and fixed interest securities, with only a modest exposure to shares. This approach concentrates on security rather than maximising return and should limit the chances of substantial short-term volatility. And it’s good to know your feelings about ethical investing.There’s a lot more to it, of course. Before we advise on which investments are suitable for you, we’ll ask you to complete a more detailed questionnaire and ask a lot more about your reasons for investing and the potential effects of falls in the value of anything we recommend. We’ll tell you more about this during our initial consultation. To get your results and a brief overview of the type of investor you are, just let us know where to send it.Based on your answers, you’re a Balanced investor. As a ‘Balanced’ or medium risk investor, your portfolio will be invested in shares, balanced by exposure to more defensive areas of the market which may include cash, fixed interest securities and property. This approach aims to achieve a balance between security and return but is likely to involve at least some short volatility. And it’s good to know your feelings about ethical investing. There’s a lot more to it, of course. Before we advise on which investments are suitable for you, we’ll ask you to complete a more detailed questionnaire and ask a lot more about your reasons for investing and the potential effects of falls in the value of anything we recommend. We’ll tell you more about this during our initial consultation. To get your results and a brief overview of the type of investor you are, just let us know where to send it. Based on your answers, you’re a Higher Risk investor. As a ‘Capital Growth’ or higher risk investor your portfolio will be invested primarily in shares. This approach concentrates on achieving a good overall return on your investment whilst avoiding the most speculative areas of the market. Significant short-term fluctuations in value can be expected. And it’s good to know your feelings about ethical investing. There’s a lot more to it, of course. Before we advise on which investments are suitable for you, we’ll ask you to complete a more detailed questionnaire and ask a lot more about your reasons for investing and the potential effects of falls in the value of anything we recommend. We’ll tell you more about this during our initial consultation. To get your results and a brief overview of the type of investor you are, just let us know where to send it. Name(Required) First Last Email(Required)
