"What Kind of Investor Are You?" Survey
We're glad you’ve decided to take part in the 'What Kind of Investor are you?' survey, which involves answering our 'values' questionnaire to establish your investor personality.
Don't worry it won't take long to complete and it will reveal what kind of investor type we feel that you are at the end.
The questionnaire as part of your advice process
As you know it’s important to take your clients’ values into consideration in the discovery or fact finding process. Our values questionnaire has been designed to fit neatly into this process to sit alongside any risk assessment you may also make. It is not our intention for this questionnaire to direct clients to ethical, or green investments, but simply to identify the investor personality type and to document this as you would a client’s risk profile.
If you are interested in finding out more about using this questionnaire as part of the advice process, as a marketing tool for your website or to simply email out to your clients, contact us via email on email@example.com or call us on 020 7812 1460. We already work with other IFAs who have a specific welcome page and message for their clients on our site. We establish with the client at outset that you as the adviser have access to this information and that we will report back to you on the information we collect on your clients individually and collectively.
The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.