Fitness area

Investment Fitness Test

Does your client’s portfolio pass the Warren Buffet test?

The Investment Fitness online test has been designed to help you confirm that your client’s investments comply with Warren Buffett’s principles of investing.

The test is divided into six areas. All you need to do is read each statement and click to answer “Yes” or “No”.

When you have clicked Yes or No to all the statements please move to the next area:

Take the test

Investment Jargon Buster

D and R Tarlow

All the staff are helpful and supportive.Very happy to recommend them as they give good, professional financial support and advice.

Michael S, Accountant

I have found both Saul and his team to be professional, efficient and conscientious and above all straightforward and honest in their dealings with me.

N Swallow

Their personal approach, apart from being highly professional, is helpful, friendly and interesting. I recommend Saul and his team as very positive and interactive.

R and L Cohen

A meeting with Saul and his team is more like a life coaching therapy session than an investment planning one, he gently persuades and disciplines you to take control or your own affairs and organise yourself more efficiently giving you all the back up support you need.

Jeffrey Rubinoff, partner Freshfields

Transparent, willing to respond to difficult issues, thoughtful, confident of your strategy, concerned with my financial well being.