Congratulations to Rachel on community bike ride.

Congratulations to Rachel on completing the Prudential Ride London event. Well done Rachel Efetha, one of our financial advisers based in Bedford, for completing the Prudential Ride London, bike ride on Sunday. The event is the world's largest festival of cycling. This community, 100-mile bike ride, took place in London and Surrey on 28-30 July 2017. Rachel, who [...]

2019-05-02T17:11:51+00:00 July 31st, 2017|Community, News|

Help to Buy mortgages are still available.

Launched in 2013 the Help to Buy mortgage scheme was meant to “help anyone who works hard and aspires to own their own home has that opportunity” So said the then economic secretary to the Treasury, Stephen Barclay. How does Help to Buy work. With the Help to Buy equity loan the government will lend you up [...]

2018-02-21T15:51:00+00:00 July 31st, 2017|News|

Prudential Ride London. Update from Rachel.

An update from our financial adviser Rachel Efetha on entering the Prudential Ride London, community event on Sunday- “All week I’ve been trying to ignore the slight sore throat, slight earache and sneezing and that stiff neck feeling of having slightly swollen glands. I’ve eaten loads of vegetables, taken Echinacea and had plenty of sleep [...]

2019-05-02T17:05:53+00:00 July 28th, 2017|Community, News|

SME Northamptonshire Business Awards Finalist.

We've reached the finals! We're delighted to have been selected as a finalist for this year’s SME Northamptonshire Business awards in the Business Innovation category. The final takes place at the Mercure Daventry Court Hotel on 25th October 2017. Looking forward to the Gala Dinner. Find out more about Anstee & Co based in Northamptonshire. To [...]

2018-02-21T15:51:02+00:00 July 27th, 2017|News|

Equity release. What is it and is it right for me?

Recent industry figure have shown that £1.25 billion has been borrowed in the first half of this year through equity release schemes. This amount is 34% higher than the same time last year. Equity release is for the over fifty five’s. The figures reveal that the average pensioner released over £70,500, using the money for [...]

2018-02-21T15:51:02+00:00 July 27th, 2017|News|

Marriage. Is it the greatest tax planning strategy ever invented?

Many financial advisers will claim that marriage is – “The greatest tax planning strategy ever invented”. This might not seem very romantic but is it true? Inheritance tax (IHT) is perhaps the biggest benefit. Unmarried couples can only pass assets to each other free of tax up the value of the “nil rate band” of [...]

2018-02-21T15:51:03+00:00 July 24th, 2017|News|

Congratulations on passing your exam.

Sam Williams Investment Administrator. Congratulations to Sam on passing his exam today. Sam took the Chartered Insurance Institute (CII), R01 Financial Services Regulations and Ethics exam and passed first time. The first step in his professional career. Well done from all the team! Sam is based at our Kettering office.  

2018-02-21T15:51:04+00:00 July 20th, 2017|News|

When a relationship breaks down. What can be done financially?

Grouch Marx said - “Marriage is a fine institution, but who wants to live in an institution” Couples who are living together often do not realise that they don’t enjoy the same legal rights as those married or living in civil partnerships. When the relationship ends they do not have the same rights which apply [...]

2018-02-21T15:51:04+00:00 July 20th, 2017|News|

Financial Education. Our views requested by the Government.

Caroline was invited to an interesting event held at the Westminster Business Forum yesterday. The event was Chaired by Lord Northbrook and looked at ‘The future for financial advice and guidance – regulation and the role of technology’. These forums help to form government policy and allows the industry to give its views. The forum [...]

2018-02-21T15:51:09+00:00 July 19th, 2017|News|