Portfolio Risk Ratings | Whitechurch Securities Limited | Redland, Bristol

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Portfolio Risk Ratings

The Dynamic Planner risk profiling platform (from Distribution Technology) is used by financial advisers to help identify their clients’ attitude to risk and how much risk they can take.

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Portfolios in the award-winning Prestige Investment Service and the Portfolio Management Service are based on risk profiles of 3 to 8 (out of 10). 

The independent ratings on the Dynamic Planner service,  means that you have the added assurance of a highly sophisticated assessment, to ensure your clients’ investments suit their actual, current, and subsequently ongoing, attitude to risk.

Click through to read our Risk Profile Report from Dynamic Planner

Summary of risk ratings

- Whitechurch Prestige Investment Management Service
- Whitechurch Portfolio Management Service

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