Monika Trow joins the Kettering Office.

It is a warm welcome to Monika Trow who has joined the team at Anstee & Co. Monica will be based at our Kettering office as part of the Investment and Pension team. Her role as a paraplanner will see her write and research technical reports supporting our team of independent financial advisers (IFA). Monika [...]

2018-02-21T15:50:18+01:00 January 29th, 2018|News|

Investment Update. Fund Managers views.

By Rachael Efetha, Chartered Financial Planner based in Bedford. Carl Stephenson and I represented Anstee & Co at the Architas Investment Conference last week where we spent two days with some of the top fund managers and financial services influencers. Architas is a Multi-Manager firm. This means that they decide on the overall asset allocation [...]

2018-02-21T15:50:18+01:00 January 25th, 2018|News|

It’s Your Time to Shine! Financial advice.

This is the second year that the event has run. The event is focused towards women who are Heart-Centred, Purpose-Driven, Business & Professional Women who have a deep desire to unlock their true potential and achieve what really matters to them. The aim is to make 2018 their “Best Year” yet! This year’s guest speakers [...]

2018-08-21T17:18:13+01:00 January 22nd, 2018|News|

Pensions for young workers planned.

The government has recently announced changes to auto-enrolment pensions. These pensions are also referred to as workplace pensions. One of the key changes is the age at which people will be auto-enrolled into a workplace pension. Presently the joining age is 22 but the plan is that this will be lowered to 18. The proposal [...]

2018-02-21T15:50:20+01:00 January 22nd, 2018|News|

Long-Term Care funding dilemma needs financial planning.

Many care home chains are in trouble. The demand for places for Long-Term care is increasing due to us living longer. However, funding to cover the care home, which is mainly paid for by Local Authorities is under pressure. Many Local Authorities resources are limited. This is leading to them demanding places at below their cost [...]

2018-02-21T15:50:20+01:00 January 18th, 2018|News|

Pension regulation changes and how they affect you?

By Tracey Foster, Independent Financial Adviser. Following the launch of our Birmingham office in October 2017, we are looking forward to 2018 and are delighted to be part of the Colmore Business District. These are exciting times for us as a business and at a time in the financial services industry when sound advice has [...]

2018-02-21T15:50:21+01:00 January 15th, 2018|News|

New Year, New Me! Financial planning resolution.

  By Rachel Efetha, Chartered Financial Planner. At this time of year when we vow to finally lose those extra pounds, drink less, exercise more, give up smoking, isn’t it important to review your finances? As a Chartered Financial Planner, many clients I meet have no financial plan in place so here are a few [...]

2018-02-21T15:50:21+01:00 January 10th, 2018|News|

Mortgage advisers surprise flower delivery.

Mortgage adviser, Amanda Halleybone had a surprise delivery of a bouquet of flowers to her office. The flowers were from a client as a “Thank You” for all the work undertaken by Amanda in securing the best mortgage deal for them. Amanda is an independent adviser working out of the offices of Jackie Oliver and Company, [...]

2018-08-22T16:58:16+01:00 January 8th, 2018|News|