More exam success for Megan.

More exam success for Megan. Congratulations to Megan Leach for her continued success in passing more exams. This is on the back of recently passing Employee Rights and Regulation (ERR) module as part of the level 3 Business Administration qualification. Megan studies through a half-day release at "Starting Off" in Kettering, who help with Megan's [...]

2018-08-23T15:54:15+01:00August 30th, 2018|News|

What Does a Financial Designer Do?

By Rachel Efetha, Chartered Financial Planner.  At our recent company meeting, Managing Director, Caroline Anstee, asked us all, what we do.  Some of the responses were: We make peoples goals and aspirations come true Give peace of mind and financial security Act as a counsellor Change peoples lives Sort out problems Educate The outdated stereotype [...]

2018-08-09T11:51:57+01:00August 28th, 2018|News|

Charity Golf Day for Cransley Hospice.

Charity Golf Day Details. Our fourth Charity Golf Day will be held at Wellingborough Golf Club on Thursday 4th October 2018. The day again promises to be a thoroughly hospitable and enjoyable day for everyone. The format of the day is as follows- • 11:00 am start with Breakfast • 18 holes of golf • [...]

2019-05-10T15:54:49+01:00August 24th, 2018|Community, News|

Lifetime mortgage. The top 10 facts you need to know.

As a company, we are now getting more enquires than ever about lifetime mortgages. A lifetime mortgage allows you to release a tax-free sum from the equity locked in your home, without having to move. You can spend the money on whatever you like. A lifetime mortgage is a form of equity release. The Equity [...]

2018-08-13T12:01:24+01:00August 23rd, 2018|News|

Exam success for Megan.

Congratulation to Megan Leach on passing her exam. Megan sat the Employee Rights and Regulation (ERR) module and passed. The module is part of the level 3 Business Administration qualification she is taking within her chosen career in the financial services indusrty. Megan has recently joined the mortgage support team based at our head office in  [...]

2018-08-08T13:22:49+01:00August 9th, 2018|News|

Congratulations to Sam.

Congratulations to Sam Williams on passing another of his professional exams. The Chartered Insurance Institute (CII) Pension exam (RO4).  Sam has one more exam to pass before completing “The Diploma in Regulated Financial Planning. Caroline Anstee, Managing Director of Anstee & Co said- "This is a great achievement. Sam has worked hard in completing and [...]

2018-08-03T14:57:26+01:00August 3rd, 2018|News|