Q1
To achieve financial success. I would take financial risks
Please select the appropriate box
These questions are designed to understand how your financial situation might affect how much risk you can take. Taken together with the previous questions, they will help your adviser provide you with financial advice that is appropriate for your needs. Please select the most appropriate answer.
Please review your answers and when you are satisfied click on the photograph of your Financial Planner
Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.