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Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Investment

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 […]

Brexit – are you thinking about selling your investments?

If so you are certainly not alone. At the moment we are all fighting against millions of years of evolution. Our brains are hardwired to look for and spot danger and then to take immediate action. The grey matter will also tune in to anything which will support the need to take avoiding action from […]

Lindsell Train Funds: Real problems or Hargreaves Lansdown over-reaction?

Hargreaves Lansdown have announced that two Lindsell Train funds will be removed from their Wealth 50 list of favourite funds. Over-reaction is my conclusion. But why? This all comes back to the Woodford debacle and criticism of Hargreaves Lansdown for keeping his funds in their Wealth 150/50 lists for far too long. It has been […]

Woodford UK Equity Income Fund: Update 25/06/19

Dealing on this fund was suspended for an initial 28 days on 23/06/19 but I would not be at all surprised to see the suspension extended beyond the initial 28 days. In the last month things have gone from bad to worse for Woodford. Not only did Hargreaves Lansdown remove his funds from the Wealth […]

Is any of the £3.7bn trapped in the Woodford UK Equity Income Fund your money?

If so, just how did that happen? The writing has been on the wall for some time. I sold out of my Woodford funds in Nov 2018. Probably later than than ideal but nevertheless a good decision as his fund has under performed the FTSE 100 Index by about 18% since I switched. And I […]

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