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Posts from August 2015

General, Paraplanning

The risk triangle

Written by Dan Atkinson on August 28th, 2015. Leave a comment

Part of my job involves communicating how we work out the level of risk a client should take with their money. We think about three key areas: Willingness to take risk – how much risk can they tolerate or do they want to experience Capacity for loss – what level of losses could they afford […]

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