Guidance
What Should You Do If You Have Lost Money in an Investment?
Practical first steps to take after an investment loss, from preserving evidence to understanding your options.
6 min read
The first priority after an investment loss is to preserve the record of what happened. Gather contracts, brochures, emails, messages, payment confirmations and bank statements before accounts are closed or platforms disappear.
Write a dated chronology of events while the detail is fresh: who approached you, what was said, what you were sent, when you paid, and what you were told afterwards.
Avoid making further payments. Requests for additional funds to 'release' or 'unlock' money are a common feature of secondary losses.
Then consider your options with someone who reviews these situations regularly.
This article is general information, not advice on your circumstances. Every matter is assessed individually on its own facts.
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