top of page

Attitude to risk questionaire

In order to ensure that the recommendations that we make are suitable for you, we need to understand your personal attitude to risk. To do this, we have created a short questionaire which you can fill out below, which when used in conjunction with our knowledge of you and your objectives will allow us to understand your personal risk profile.

 

All data is stored securely inline with our Terms of Business, available on request.

If you are a joint client, then please both complete this form individually.

Q4: What is the total time horizon of your investment (ie saving plus withdrawing) ? Please tick all that apply Required

Piccadilly Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (FCA) under number 974429. We are registered in England and Wales under company number 12727814 at 46 Hullbridge Road, South Woodham Ferrers, Chelmsford, Essex, England, CM3 5NG.  

 

If you wish to register a complaint, please write to Piccadilly Wealth Management Limited, 1st Floor, The Old Hospital, Saffron Walden, CB11 4ER  or telephone 0203 468 1775.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

  • Facebook
  • Twitter
  • Instagram
bottom of page