How we assess your suitability for our service

To find out if our discretionary managed service is suitable for you, our industry regulator, the Financial Conduct Authority, requires us to assess your personal circumstances with some simple questions.

These questions are important as they help us act in your best interests. They also ensure you only invest when it's suitable for you.

Our service may be suitable if you're looking to grow your money. It's not suitable if you want to preserve wealth or take an immediate income.

We’ll ask you about your investment goal, finances, investing experience and attitude to risk.

There are two ways you can answer these questions:

Complete our easy-to-follow online assessment yourself.


Call us on the number below and we'll talk you through the assessment.

0800 046 8007

(Open 8am - 8pm weekdays)

Don’t worry, if you start taking the assessment you can call us at any time and taking the assessment doesn’t commit you to investing.