Articles
Advice for grandparents on alternatives for funding school fees
26th May 2010
What now for long-term Investors?
19th June 2009
We were recently asked to write an article for Elderly Client Adviser, a publication for professionals who specialise in advising retired clients. The article looks at the effects recessions have on investment returns and guidance on how investors should look after their wealth during such periods.
Monte Carlo modelling and client portfolios
19th January 2009
In an article for New Model Adviser magazine Lew Howes, Fensham Howes co-founder and Investment Director, provides insight into the way the company uses "Monte Carlo" modelling tools when advising clients.
October 2007 - Pre Budget Report Commentary
22nd October 2007
Transact Communication to Clients
8th October 2007
In late September Transact sent a regulatory update to all clients holding investments through them. Here we provide a brief, "plain english" summary of the communication.
17th August 2007
On 1st October 2007, EPAs will be replaced by Lasting Powers of Attorney (LPAs). Whilst it will not be possible to sign new EPAs after this date, any existing ones will continue to remain legally valid.
30th March 2007
By now you will probably be familiar with the headline points from this year’s Budget. Whilst not wanting to add to the general avalanche of facts, figures and spin, as your financial advisers we believe that it is important for us to provide a brief and impartial summary of what we consider to be the most relevant developments.