An online questionnaire designed to help you understand your investment risk profile and give you information on the achievability of your investment goals
Dorey Financial Modelling (DFM) developed this tool using a rigorous scientific approach to behavioural risk tolerance and sophisticated cash flow modelling methodology.
Concerto Financial Modeller has been tailored by DFM for JTC’s customers, and your results are based on your answers to the survey questions, together with some basic information provided by JTC.
You can save a PDF version of your results, but please note that this tool is not intended to give individual investment advice. We recommend reviewing your responses at least annually, or when your circumstances change.
Specific professional advice should be obtained before taking or refraining from any action in connection with the results of the survey.
Past performance cannot be relied upon as a guide to future performance. The price of and income derived from the financial products described in this tool can go down as well as up and investors may not recoup the amount originally invested.