Client Services

Risk Analysis

SWA Online Risk Questionnaire

Understanding your attitude towards investment risk is very important and to assist with this we recommend you complete our risk questionnaire. The questionnaire will generate a total score which is used to help determine your risk profile.

This ranges from 1 – Very Cautious to 5 – Very Adventurous.

For couples, we suggest that each party completes a questionnaire.

Other Services

Investment Strategy

Personal Wealth Service (PWS)

Our Personal Wealth Service (PWS) was created from wanting to offer clients a bespoke and proactive investment strategy.