Call Richard Cook: 07770 575 122

email: richard@theinvestmentandretirementcoach.co.uk

Time to Take Profits


With the FT100 Index at around 6500 is it time to bank some profits?

This is around a 10% gain from the beginning of the year and around 28% up from the 2012 low.

There are some pretty compelling reasons why the market may continue to power ahead but to be able to bank 5 x the interest on a whole year’s deposit account in just 3 months must be worth thinking about!

Just make sure that any money you may need to spend in the next three years is safely on deposit and not subject to fluctuations in value even if interest rates are appallingly low!

If you have money on deposit and are looking for a better home for it – it may be safer to phase it into share type funds over the next 3/6 months rather than putting it all in at once and risking a sharp correction.

If you need any more information, feel free to contact me.


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

Share Button

Leave a Reply

Your email address will not be published.

For security, use of Google's reCAPTCHA service is required which is subject to the Google Privacy Policy and Terms of Use.

I agree to these terms.

Sign up to my mailing list

Fearless Retirement

Register to be in with a chance of receiving one of 25 complimentary copies of my book “Fearless Retirement


Need more information?

Use the form below to contact me and I’ll get back to you as soon as possible.

    Your Name (required)

    Your Email (required)

    Your telephone number:


    Any particular problems/ issues?

    Read my featured articles on money success here;