How it is built
Weighted scoring combines ATR, financial resilience, and persona signals to create a practical baseline risk profile.
Free • No login required • FCA-aligned
Discover Your
Investment Profile
Answer 25 questions to understand your risk tolerance, financial capacity, and investor personality. Get a comprehensive profile in under 10 minutes.
Risk Profile
Your psychological comfort with investment volatility and market fluctuations.
Financial Capacity
Your financial ability to absorb potential investment losses without hardship.
Investor Persona
Your unique investment personality, motivations, and decision-making style.
Under 10 minutes 25 questions Your data stays private
This tool provides an indication of your investment profile. It is not personal financial advice.
What this investment profile tool does
This assessment combines three core dimensions used in advisory workflows: attitude to risk, capacity for loss, and behavioural investor type. It is designed for quick pre-advice profiling and clearer suitability discussions.
Who uses it
Advisers, planners, and clients who want a structured first view before deeper suitability and recommendation work.
Typical use cases
New-client discovery, annual review prep, and documenting risk profiling rationale in regulated advice journeys.
Common questions
Is this a regulated personal recommendation? No. It is a profiling and planning aid, not personal advice.
What is capacity for loss? It estimates how much financial downside could be absorbed without harming core goals.
How should results be used? Use them as a baseline and validate with full fact-find, objectives, and suitability review.