Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Brexit investment strategies – I need your help!

In my 30 plus years as a Financial Adviser I was always in the investment camp which, once a client had identified funds available for a medium/long term investment portfolio, recommended a buy and hold strategy.

In the handful of cases where clients insisted on moving to cash ahead of perceived volatility they congratulated themselves on being so clever in getting out ahead of a market decline. The problem was that they were only ready to reinvest when their confidence had returned — and markets were above the level at which they had sold!! So they may have avoided a few months’ worry but only at the cost of medium/long term gains.

Why I need your help is that I cannot help asking myself the question

is it different this time around?


I have seen plenty of comment around the in/out Brexit argument but precious little on what advisers/commentators feel the investment strategy should be ahead of the vote.

If you have seen any articles, blog posts, website commentaries, YouTube presentations etc, I would be grateful if you could send me the links. If you have any firm views yourself please feel free to share.

If you are interested to know what I get and what my conclusions are just pop the words Brexit in the request info box and I will send you my report when it is ready.

There may also be a blog follow up so be sure to sign up for blog updates below.


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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