Bertie & Erica Strange

Bertie & Erica Strange

For 25 years, Bertie Strange ran a company that supplied technical equipment to ships. He’d founded the business, and held a 50% shareholding at the time he left. For the next ten years, he worked as a consultant for an electronics company, where he started...
Lesley & Martin Baron

Lesley & Martin Baron

Eagle-eyed readers will spot the surname of the couple featured in this case study matches that of our financial planner, Lance Baron. It’s no coincidence. Lesley and Martin are Lance’s parents, and they were among Tucana’s first major clients....
Mike & Rosina Dickens

Mike & Rosina Dickens

Mike and Rosina Dickens live in Hungerford, and have been a client of Geoff’s since 1996 and was introduced to Jonathan in 2004. We consolidated their investments into a Transact wrapper, did some estate planning, and ensured their wills were up to date. We also hold...
Jim & Trish Styles

Jim & Trish Styles

When Jim and Trish Styles first met Geoff Matthews, their money was held in various building society accounts. Geoff advised them to invest their savings into a wrapper instead, and opened a Transact account for them in 2002. “We accept that our capital may go...