By Rachel Efetha, Chartered Financial Planner with Anstee & Co. Whilst the 40 somethings parents and grandparents enjoyed a job for life and a pension from their employer based on the number of years service and their final salary. This, along with a state pension at 60 for women and 65 for men, most non-public [...]
By Rachel Efetha, Chartered Financial Planner with Anstee & Co. I was recently introduced to new clients, Paul (aged 61) and Janice (aged 58). Not their real names. Paul was furloughed for six weeks towards the earlier part of lockdown when the sun was shining every day and as a self-employed Beautician, Janice was unable [...]
First of all, redundancy is never easy. To help your staff who have been made redundant we have put together several support packages. These can be delivered to a group or individually, while still following current government coronavirus (COVID-19) guidelines. We make full use of video conferencing such as- Zoom Microsoft Teams Facetime Skype Any [...]
We are often asked. “How do I get a mortgage”? First of all, we would recommend that you start thinking about your mortgage application at least six months before you apply. Here are some of the key steps to follow to ensure that you get the best mortgage for you. Step one Check your credit [...]
This is the second of a series of articles about the difficult questions you need to be asking your elderly parents. In the first article, we looked at the importance of ensuring that there is a financial plan in place and the need to have a record of your parent's assets. As mentioned before this [...]
