What kind of portfolio size do you have?

Choose the band that most closely reflects the portfolio you would like to discuss.

What is your current risk appetite?

This is an initial indication only, not a formal risk assessment.

LowerI place greater emphasis on limiting fluctuations and potential capital loss.ModerateI can accept meaningful fluctuations and some risk of capital loss.HigherI can accept substantial fluctuations and a greater risk of capital loss.Not sureI would prefer to discuss this before choosing.

A regulated firm's assessment may also consider objectives, capacity for loss, knowledge, experience and investment time horizon.

What assets interest you the most?

Select any areas you would like to discuss. Selecting an asset does not mean it is suitable for you.

What area are you in?

This helps route your enquiry geographically where relevant.

Town, city or postcode

Your investor statement

Choose the description that best reflects your current status. Do not select a category simply to gain access to an investment.

High net worth individualI understand that any applicable exemption has specific statutory criteria and prescribed wording which must be checked for the promotion concerned.Certified sophisticated investorI understand that certification and any required declaration must satisfy the applicable rules for the investment or promotion concerned.Self-certified sophisticated investorI understand that statutory eligibility criteria and a prescribed statement may apply and must be satisfied independently.None of these / not sureI do not want to self-classify, or I need more information first.

Important: choosing an option here does not itself create or verify a statutory investor classification. The final live wording and process should be reviewed for the specific financial promotion and regulatory permissions involved.

Your details

Leave your details so your wealth-manager comparison enquiry can be reviewed.

Full namePhone numberEmail addressI agree to my details being used to respond to this enquiry.Final controller, lawful-basis, retention and any partner-sharing wording must be inserted before launch.

Your wealth manager comparison is ready

We’ve got everything we need to identify wealth managers relevant to the preferences you’ve provided. Continue to see what happens next. This is not personal financial advice or a recommendation.