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Every now and again we uncover snippets of information we believe will be useful to you. Please enter your e-mail address below to receive our quarterly newsletter and updates on financial planning. Your details will not be passed to any third party and we promise not to bombard you with useless information.

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Risk Assessment Questionnaire

The most important thing to get right for you is how much risk you are prepared to take with your money.  You won’t become rich by putting your money in a bank/building society but these are a necessary part of your financial plan.  The critical decision is what to do with the rest of your money that you don’t want to keep on instant access.  The risk assessment questionnaire helps us to help you decide.

Click here to download a sample risk assessment questionnaire. (MS Excel format)

Gee & Company, where our flexible planning reflects your choices and your decisions about your investments according to your attitude to risk.