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+00:00 August 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true Give peace of mind and financial security Act as a counsellor Change peoples lives Sort out problems Educate The outdated stereotype [...]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+00:00 August 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 • [...]

2018-08-23T17:25:54+00:00 August 24th, 2018|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+00:00 August 23rd, 2018|News|

Pensions: Don’t underestimate their value in divorce.

Relationship breakdowns can be emotionally tough and financially expensive, so try and avoid these mistakes. Have any pensions professionally valued. The valuation of a pension is never straightforward. Some pensions include guaranteed levels of income and built-in inflation protection. The value of these features can be misunderstood. It is essential that when getting a divorce [...]

2018-08-20T09:44:25+00:00 August 20th, 2018|News|

Remortgage. Are you paying too much out of apathy?

The mortgage industry estimates that over two million of us are paying too much for our mortgage. Home buyers have not taken note of when there fixed or discounted rate deal has ended and have gone onto their mortgage lenders standard variable rate (SVR). The SVR is also known as the rollover or reversion rate. [...]

2018-08-03T17:06:33+00:00 August 13th, 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+00:00 August 9th, 2018|News|

Critical illness cover. Preparing for the worst.

You may be one of the millions of people in the United Kingdom who have critical illness cover. This vital protection was often taken out when you brought your first mortgage or renewed it. A good mortgage broker will renew your policies for you to ensure that they still providing the level of cover need. [...]

2018-07-24T16:42:01+00:00 August 6th, 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+00:00 August 3rd, 2018|News|