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Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Investment

Short term trading - just for fun

Short term trading – Just for fun

Regular readers of my blog will know that I am a supporter of medium/long term investing, building a diversified portfolio, and not being influenced by today’s events. You may, therefore, be surprised to learn that over the past few months I have enjoyed seeing if I can make some money from the extreme stock-market volatility. […]

Unclaimed pension pots

£19.4 billion unclaimed pension pots. Is any of it yours?

  Yet another reason why reviewing your pension arrangements should be close to the top of your “to-do” list. But where do you start? Only 9% of UK adults use a Financial Adviser. Finding one prepared to help if you only have modest funds is virtually impossible and your pension provider will probably not be […]

Lloyds Customers beware

Lloyds customers beware the new Schroder’s financial planning offer.

During my 30 years as a financial planner, the High Street Banks had many a foray into financial planning only to withdraw and try again. This latest Lloyds Bank/Schroders venture doesn’t look to be any better. They claim to be able to undercut the fees charged by St. James Place but still come up with […]

Stock- market recovery? Don’t bank on it.

At the time of writing this the FTSE 100 Index is back above 6000, a gain of over 20% from the March 23rd low, with the Dow Jones recording an even better recovery. So why am I concerned and feel the need to sound some notes of caution? I have over 30 years of experience […]

Coronavirus: Just how scared are you of losing even more money?

If you are scared you are certainly not alone. A single day FTSE 100 fall of 10.87% is enough to scare the most resilient of us. At the moment we are all fighting against millions of years of evolution. Our brains are hardwired to look for and spot danger (and our investments falling in value […]

Woodford starts payouts – Can you claim compensation?

Now that pay-outs are about to begin the question on many investors minds is: Who is to blame for this disaster and can I claim compensation? The first payment from the suspended Woodford Equity Income Fund is now scheduled for the end of January. Investors should be told on or around 28th January how much […]

Absolutely Crackers: Why have investors left £5958 million in the under-performing Invesco High Income Fund?

I respect loyalty in all aspects of life, but this really has gone too far. Back in the days when Neil Woodford was managing this fund it was a star performer, but those days have long gone. And yet there is still £5958 million languishing in this fund. A fund which has been an underperformer […]

Lindsell Train Funds – time to sell?

Let’s get something right up front. I am not a regulated financial adviser and nothing I say should be treated as personal advice. If you have been fortunate enough to hold the Lindsell Train funds over the last few years you will have benefited from some stellar performance. But is that about to change? Read […]

What should you do when a fund is removed from the Wealth 50 list?

The TM Sanditon European Fund, which was recently removed from the Wealth 50 list, was in my ISA account and held by a handful of clients, all of whom I have already contacted. However, I thought this would be a good opportunity to run through the support I can provide and the actions clients have been […]

Why do women make better investors than men?

Recent research from Hargreaves Lansdown shows that women have generated an estimated annual return nearly 15% higher than their male peers over the five years to 30th Sept 2019. Women are also less likely to lose money on their investments than men. So why is this? My experience largely mirrors Hargreaves Lansdown’s research. HIGHER RISK […]

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