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Articles
Case Study: Woman Bereaved Unexpectedly
James Martineau was asked to use his skills and experience to look at how best to advise a middle aged widow, with two teenage sons, unexpectedly faced with inheriting her late husband’s business and planning for both her present and future needs.
Article first appeared in Financial Planner on 1 November 2007 (1Mb PDF)
Careful selection of assets, taking into account clients’ needs and tolerances, can
effectively remove speculation
Article first appeared in Financial Adviser on 1 December 2005 (428k PDF)
Pointing the finger at Gordon Brown
Article first appeared in The Mail on Sunday November 27, 2005 (932k PDF)
Holding the best of both worlds
Investors are better off holding both value and growth stocks, rather than trying
to time the switch between them.
Article first appeared in Financial Adviser on 20 October 2005. (92k PDF)
Financial Planning for a Secure Future
Article in 'midland', the newsletter for members of Institute of Directors West Midlands Region, Summer 2005 (429k PDF)