Risk Profiling and Management
Excited about your investments? Or losing sleep?
Everyone has a fixed idea about what to invest in and what the “man down the pub” has done.
At Themis Wealth Management, we use an approach which looks at individual portfolios as we recommend them. We discuss each with you and get to know how you feel about your investments. Do the ups and downs of investing excite you or stop you sleeping at night? We can then tailor our recommendations accordingly. There is no right or wrong answer to anything here.
We will provide a report and tailor things to your requirements, time horizons and review this on an ongoing basis along with many other areas.
We also offer an ethical investment option if this is important to you.
Risk Profiling is a specialism for Kate Gannon, who holds advanced qualifications in this areas to support and complement the experience of the wider team.
If you would like to find out more about how we profile and manage risks in our investment packages, or our other wealth management services, do get in touch.
We do not charge for our first meeting, so why not book in a call or face-to-face meeting now and we’ll be happy to find out more about your circumstances and talk you through your options.