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1. Disclaimers

2. Pension Confirmation

3. Investment

4. Eligibility

5. Portfolio Selection

6. Financial Advice

7. Account Setup

8. Summary

9. Purchase

1. Investing comes with the possibility of losing some of the money you have invested. In an effort to achieve a higher return than an investment such as a bank account, do you accept a degree of risk with your money?

Yes, I understand that investments can rise and fall in value and that I could lose some of my money.

No, I am not willing to see my money fall in value or lose any part of my investment.

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If you'd like any help, please call us on 0191 625 0350. We’re open 7am - 8pm weekdays.

Your risk assessment

Question 1 of 12

To help us determine which of our Portfolios is most suitable for you, we need to ask a few questions about your attitude to investment risk and reward. Your answers enable us to then show you the Portfolio we would put you in.

As losing money on this investment would impact on your standard of living, our service is not suitable for you. Please use live chat or call us on 0191 625 0350 if you'd like any help.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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