Financial planning. How to pass on wealth in a prudent way?

With politicians trying to woo the young voters with sweeteners on tuition fees and a boost for Help to Buy. Parents can help now with sound financial planning. There are plenty of ways that parents can do more, from gifting money in a tax-efficient way, to passing on a pension or helping their children with [...]

2018-02-21T15:50:39+01:00 October 30th, 2017|News|

We have now opened a new office in Snow Hill, Birmingham.

New Birmingham Office opened. Our new office is located at 2, Snow Hill, Birmingham B4 6GA. The office is situated in the heart of the Birmingham’s business district and is part of the Colmore Business District. Tracey Foster, independent financial adviser (IFA), is heading up the team at this new office. She has work in [...]

2018-02-21T15:50:40+01:00 October 26th, 2017|News|

Tracey Foster heads up our new Birmingham Office

It's a warm welcome to Tracey Foster who is heading up our new office at 2,Snow Hill, Birmingham.  Caroline Anstee, Managing Director of Anstee & Co. said:  “Historically, as a company we have always had a strong working relationship with a number of professional introducers in the Birmingham area. We have been looking to open a [...]

2018-02-21T15:50:40+01:00 October 23rd, 2017|News|

It’s official! We are a “Top 100” financial planning firm.

We are proud to have appeared in the New Model Adviser, Top 100, financial planning firms, 2017 listing. The award featured the following review about Anstee & Co: Energetic managing director Caroline Anstee has been in financial services for more than 40 years. Having started her own Kettering-based business only five years ago, she has [...]

2018-02-21T15:50:41+01:00 October 18th, 2017|News|

When there’s a will….there’s an executor.

Executors are feeling more confident in administrating a will themselves. Below are some of the key duties that you need to undertake if you decided that doing it yourself is for you. Your role as an executor of the will. Register the death. Register the death at a local register office. You'll need the lasted copy [...]

2018-02-21T15:50:42+01:00 October 16th, 2017|News|

Final thoughts and views from our intern.

By Philippa Barrett, intern at Anstee & Co. My final week as an intern gave me a brief introduction to paraplanning such as the method that goes into the report process and the tools they use to aid. Dynamic planner is the main software used by the paraplanners in the office which is where information regarding the [...]

2018-02-21T15:50:42+01:00 October 12th, 2017|News|

Charity Golf Day goes with a swing & helps the community.

Our third annual charity golf day was hosted by Wellingborough Golf Club. The event was again well supported and built on the success of the previous years. Although the course was undergoing some major bunker, the temporary greens added to this already challenging course. Despite the rain and high winds during the night the grounds staff worked [...]

2019-05-10T14:59:22+01:00 October 9th, 2017|Community, News|

Self-employed? Ways for you to build your financial future.

There can be many benefits to being self-employed or running your own business. The flexible hours, being able to work from home. Holidays when and for how long you want them. Of course being your own boss also has its downside. It’s not just about making sure your business is profitable and being able pay [...]

2018-02-21T15:50:43+01:00 October 9th, 2017|News|

Money Marketing Profile: How Anstee & Co’s boss is fighting for financial education.

Anstee & Co managing director Caroline Anstee on how financial education can solve the industry’s problems By Amanda Newman Smith 29th September 2017 12:29 pm from Money Marketing. Anstee & Co managing director Caroline Anstee Entering one crossword answer can often help you with those that are linked to it. You may not be able [...]

2018-02-21T15:50:44+01:00 October 2nd, 2017|News|