Risk Profiler 

Clients of Clarion Wealth Planning Limited can complete our investment risk profile questionnaire online by clicking here. This sophisticated tool is provided by our partner company Margetts Fund Management and will open up in a new window.

The risk profiler will ask you a series of questions to asses your attitude to risk. The results will help your advisor construct a portfolio of investemnts that is appropriate to your circumstances and involves a level of risk that you are comfortable with.

As a client of Clarion Wealth Planning your risk profile lies at the heart of any investment portfolio that we might build for you. We believe that creating a portfolio using an asset allocation that is tightly aligned to your attitude to, and tolerance for, investment risk provides the best prospect of meeting your long-term financial goals, needs and aspirations, and is the foundation for a long and happy relationship between client and financial advisor.

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Review my investments

Click below for details of how to contact Clarion and, if appropriate, arrange an initial meeting to discover whether your current investments are suitable for your risk profile and life goals.

Risk profiler

Clients of Clarion Wealth Planning can complete our risk profile questionnaire online. This sophisticated risk profiling tool is provided by our partner company Margetts Fund Management and will open in a new window.