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THE TOOLS

Resource Detail

5 questions to ask before you invest

Article

FCA (Financial Conduct Authority)

PART 2 The Purposeful Investment Landscape

Questions to Ask

Offers 5 key questions to always ask during investment risk assessment, and the risks to consider before making any investment decisions.

In PART 2 (The Purposeful Investment Landscape), chapter 'Questions to Ask', the FCA article '5 questions to ask before you invest' is included as an authoritative, practical checklist—asking investors to assess risk tolerance and potential loss, understand the investment and liquidity, check regulation and protections (FSCS/FOS), and consider regulated advice—so readers can translate the book’s principles of purposeful, risk-aware investing into concrete pre-investment actions (FCA, last updated 24/04/2025).

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