Baxter Fensham Limited Financial Planners - Financial Planners, Wealth Managers, Tax Planners

Following a reasonably successful 2009 Assault Course event, where, (despite a heavy cold and a course so tough 37% of the starters did not even make it to the finish),Karl succeded in completing the course in a respectable time, he was looking forwardto repeating the event this year with a much imporved time and more good fund raising for the two nominated charities,

How did Baxter Fensham’s Passive Investment Strategy Perform in 2009 in Comparison with Active Wealth Management Strategies?  2009 will go down in investment history as one of the years when the market fooled many of the active wealth management community. The year started as 2008 finished with the FTSE 100 index falling a further 14% [...]

The US fund management company Vanguard has come to the UK, and this is a notable arrival. You will be aware of our ‘passive’ positioning for our core investment portfolios and this has been a successful strategy for us all for a number of years now.

In our summary we will look at key measures that are and are not changing, new measures and previously announced measures about to come into force and how they may affect you.

We are often asked to confirm minor but very important details concerning the NHS pension scheme to many of our clients. So in this newsletter we will endeavour to cover the main areas that we are most commonly asked for information on, and this will hopefully clear up some of the confusions that exist.

As all our investors are aware our investment philosophy is based around four key principals:-

Please find Baxter Fenshams newsletter which I hope you find useful and informative. June 09 Newsletter.pdf

You may recall from our newsletter that some of the staff of Baxter Fensham will be cycling the canal tow path from Liverpool to Leeds in order to raise funds for the Teenage Cancer Trust supporting Jimmyteenstv.com. Training has now begun, hotel bookings complete and the date set for the weekend of the 5th and [...]