Adviser firm Lighthouse Group has unveiled a fact-finding process it claims matches client risk with suitable investments with new accuracy.
The company says it’s Client Risk Matching Initiative, immediately available to its advisers, partners its clients with an unfettered fund of funds with an asset mix designed to fit all risk profiles. It says it does this after a psychometric fact-finding which is updated quarterly to “ensure the continued suitability” of the client’s investments. Malcolm Streatfield, Lighthouse chief executive, says: “We are one of the first leading financial adviser groups to make this system available to IFAs, and is at the forefront of this advance in risk profiling. “The process is extremely complia...
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