At 4 Shires, we want our clients to take the level of risk they are happy to take, and understand the implications of doing so.

We have built a simple and thorough risk matrix which defines what asset dispersion we would hold for a client given their level of risk.

The level of risk we undertake is agreed during the new client meetings, and can be changed should the client’s circumstances or risk appetite change.

Please contact us, and we can discuss with you how the risk matrix works in practise, what sort of holdings you might expect to have and what best suits your circumstances.