Client Risk Profile Quiz
Score risk tolerance and produce a client-ready allocation summary.
Compliance note: Professional-use tool only. Outputs are working drafts for adviser review and are not tax, legal, investment, pension, mortgage, insurance, regulatory or financial advice. Verify all figures, assumptions, deadlines and wording against current HMRC, FCA, Companies House and professional-body requirements before using with a client.
1. Investment timeframe
2. Reaction to a 20% fall
3. Investment experience
4. Income stability
5. Emergency fund
6. Return objective
7. Volatility comfort
8. Capacity for loss
Risk profile
Balanced
Score 2.0 / 4.0
Equities45%
Bonds40%
Cash15%
Some growth exposure is appropriate, balanced with meaningful defensive assets.