A new Way in risk profiling

Instead of asking a long list of questions which the investor is not always likely to understand, Way Group says its new ‘Tax-efficient Portfolio Management Service’ (TPMS) uses a system which estimates the how much money the client might need over a period of between five and 12 years. Split up into separate three year time frames, Way Group lists possible costs the investor might encounter in the future, such as school fees, weddings, mortgage repayments, university contributions and property purchases, to estimate how much return is required from the investment over different periods. ...