a step-by-step guide to
identifying your ISA suitability
it all starts with a free
personal risk assessment…
supporting you from day one
Your journey to hassle free investing starts from the moment you contact our team at Mercantile Circle. We will provide you with a brief overview of the products and services we offer and if you are interested we’ll find out how suitable you are.
understanding you and your financial goals
In order to identify which portfolio is best suited to your individual needs, we will carry out a thorough independent risk assessment, via Oxford Risk. The aim of the assessment is to understand your current financial position and your vision for the future. This will help inform you of your suitability and how we can work with you to achieve your goals.
creating your suitability report
As part of the independent financial assessment, we will walk you through a series of simple questions based on the amount you wish to invest, how long you want to invest for and the level of risk you’d like to take. The risk questionnaire will take no longer than 15 minutes and you also have the option to carry this out at home, in your own time.
presenting your suitability report
You will be presented with an automatically generated personal suitability report detailing the outcome of your assessment. The answers you provided will determine your suitability for an ISA and should help you make a decision on what portfolio is most suited to you. Although we always recommend that our clients conduct their own due diligence to ensure that their investment needs are met.
making your decision
At the decision making stage the team at Mercantile Circle will make sure you fully understand your portfolio outcome and the investment options available to you. We want you to walk away knowing you’ve made the right choice and will assist with any queries you may have. We can only recommend you on your suitability, it is then your final decision as to what portfolio you choose to invest in.*
We’ve made it our mission to build long-lasting relationships with our clients. That’s why our dedicated team of consultants are always on-hand to provide help and support throughout your financial future.
discover your ISA suitability today by signing up for our FREE independent financial assessment!
Simply fill out our online form below for your free online financial assessment from our panel of IFA’s. See full details and T&Cs below.
Disclaimer: The investment projections we show are never a guaranteed predictor of future performance – they are there to give you context and help you make decisions about the kind of portfolio which may best suit your individual investment goals. You should not base your investment decision on past performance. With investment, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. If you are unsure if any of our products are the right choice for you, please seek independent financial advice.
Mercantile International Limited is an Appointed Representative of Agincourt Financial Limited who is Regulated in the United Kingdom by the Financial Conduct Authority with Firm Reference No.:197236. Company Registration No.: 09929738 in England & Wales | Mercantile Circle is a trading style of Mercantile International Limited.