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Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Are there any dogs hiding in your portfolio?

best-invest-spot-the-dog

Too much of people’s hard-earned money is stagnating in poorly performing funds.

Best Invests landmark publication “Spot the Dog” exposes the worst of the worst funds across different sectors. It also provides best of breed alternatives to help you make the most of your investments.

Best Invest Spot the Dog

Spot the Dog’s message is that it is vital to monitor your investment portfolio closely because holding investments that underperform consistently can seriously affect your long-term wealth.

As our regular readers will know we are very much fans of Hargreaves Lansdown as the platform to use to hold investments but that does not mean that other providers do not produce some very useful information/guidance. This is one very good example which is well worth reading.

Our basic message is that many clients are quite capable of managing their own money without paying large fees to regulated financial advisers but only after they have established the appropriate strategies and processes. If you would like to pre-register for our next investment workshop just email me with “investment workshop” in the header.

Download Spot the Dog to find out if any of your funds are dogs.

 

IMPORTANT INFORMATION
This document and our on going services are not personal advice. We'll give you all the help and guidance you need to make your investment and retirement decisions, but we can't advise you. If you're not sure whether you need regulated financial advice we can put you in touch with a suitably qualified and experienced regulated adviser. Because we are not regulated by the Financial Conduct Authority you will not have access to the Financial Ombudsman Service in respect of any complaints. If you use one of the "no advice" on line services to handle investment transactions they will be Regulated and you will have access to the Ombudsman and The Financial Compensation Scheme in respect of their services. The value of investments/pension plans can fall or rise depending on market performance. The Retirement Team and The Investment and Retirement Coach are trading names of Capture Success Ltd Reg No 01825075 Tel 07770575122

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