The ‘B’ Word – Should I Cash in My Investments?

By Rachel Efetha, Chartered Financial Planner. B is obviously for, yawn, Brexit.  My clients are asking me more and more if they should cash in their investments before Brexit and my answer to them is another question ‘what is the purpose of your investments?’. Investment case study. Client “A”. Client A has a modest portfolio [...]

2019-01-28T09:31:31+00:00January 28th, 2019|News|

Welcome to Barnes Gladman.

Welcome to new team member Barnes Gladman who has joined the company as Financial Designer Support. Barnes has been working in the financial services industry for some time and has joined us from Mattioli Woods, after previously working for Greyfriars Asset Management After leaving Guilsborough Academy in Northamptonshire he obtained a Business Studies degree from [...]

2019-01-23T21:13:44+00:00January 23rd, 2019|News|

Rachel takes on the London Marathon.

On the 28th of April 2019, Rachel Efetha, our Chartered Financial Planner, will be running the Virgin Money London Marathon for Deafblind UK. Rachel Efetha, Chartered Financial Planner with Anstee & Co. said- “I started off running a 5K and loved it, so when Deafblind UK asked if I’d be interested in running the Virgin [...]

2019-05-10T16:19:13+01:00January 17th, 2019|Community, News|

Discretionary Fund Managers. What is the winning formula?

City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]

2019-01-11T15:54:22+00:00January 14th, 2019|News|

Equity Release. Why it’s not the last resort option.

Despite the popularity of equity release many people still feel that it is the option of last resort. Some will have look at equity release in the early days when the industry was not strictly regulated and policed.  They may have looked at it when interest rates were at a very high level. Some feel [...]

2019-01-07T11:59:44+00:00January 7th, 2019|News|
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