Our Valuable Team Members
Our staff work with us, not for us.
We value our staff and encourage them to develop and extend themselves, both professionally and personally. We support them both financially and with time to improve their professional knowledge.
This partnership is why many of our team have been with us from when we first started. This continuity means you will see familiar faces that helps us retain the essential continuity in your relationship with us.
Financial Designers
Caroline is the Managing Director of Anstee & Co., overseeing the whole operation and advising clients.
Rachel has over 31 years experience in the Financial Services industry with the last 23 years advising clients on a wide range of Financial Planning issues. She holds the “gold standard” Chartered Financial Planner status from the Personal Finance Society, held by only 10% of UK advisers. In 2022, Rachel won “Woman of the Year- Retirement Planning”, in the Professional Adviser Woman in Financial Advice Awards’.
Darren enjoys finding solutions to unusual situations. He holds the diploma in Financial Planning and is an experienced Lifetime Mortgage & Equity Release specialist, adding another option to his favourite area of retirement planning. Darren is also part of our later life team.
Bill has a wealth of experience in the Financial Services industry with over 33 years in various advisory and management roles. He holds the Diploma in Financial Services, enabling him to provide advice across all areas of financial advice.
Tegan holds the Diploma in Regulated Financial Planning and is currently studying towards Chartered status. When not working; She enjoys, reading, exploring coffee shops and enjoys walking her dogs Pluto and Penny.
With over 22 years of experience in financial services, Carly has developed a wealth of knowledge. Known for her personable and approachable nature, she excels at building trust and strong client relationships. She holds a diploma in financial services and a certificate in regulated equity release. Outside of work, Carly stays busy with her husband and two children and enjoys family trips to spend quality time together.
Mortgage Designers
Nick specialises in all aspects of Mortgage and Protection business and has over 30 years’ of experience. He offers a high level of professional support and advice to his clients.
John, who likes to be known as Bob, is a Mortgage and Protection specialist dealing with residential, buy-to-let and equity release mortgages.
Design Support
Jane is the Office Manager at Anstee & Co and is responsible for the smooth running of the business! She has over 25 years management experience at a senior level with excellent time management and organisational skills.
Peter is our Business Development Designer, working with existing relationships and looking for new opportunities for Anstee & Co. and its clients.
Tina is an administrator on the Client Support Team, helping to process new mortgage, life and general insurance business. With has over 25 years experience in the financial services industry.
Monika is part of the Pension and Investment team. She is an experienced paraplanner having worked in the industry for over 10 years. She holds a Diploma in Regulated Financial Planning as well as a Certificate in Mortgage planning.
Harriet has joined the team from Southfield School, Kettering. She has completed Business Administration apprenticeship. Outside of work Harriet enjoys reading, spending time with friends and walking her dog.
Raj is part of the Pensions and Investment team, the primary contact for the Investment Advisers and their clients. She has over 25 years industry experience and holds various qualifications and an experienced Paraplanner. Outside of work Raj enjoys travelling and exploring new destinations.
Estelle has joined as an administrator with the Client Support Team, holding a Diploma for Financial Advisers. Outside of work, Estelle enjoys painting, hiking and visiting vintage stores.
Nancy has joined the mortgage team as an experienced case handler. Outside of work, Nancy enjoys reading fiction, dancing to keep fit and travelling to discover new cultures..
Philippa previously spent 17 years in the Civil Service and since then has worked in administration and Customer Service roles. Outside of work, she loves reading and watching sport. Philippa enjoys attending Cricket, Football, Rugby, Cycling and Athletics events. She also has a keen interest in wildlife, nature and gardening.
Sade has over 20 years of industry experience. She is CeMAP and CSP qualified, and passionate about delivering high quality support to our clients. Outside of work, you will usually find Sade lifting weights or planning her next getaway.
Will has joined the Pensions and Investments team as a Paraplanner. He has many years of experience in Financial Services and is currently studying for his diploma. Outside of work he enjoys off road motorcycling, and spending time with his family
Lacey is part of the Pension and Investment team based in Kettering. She is studying for a Level 3 Business Administration apprenticeship. Outside work Lacey loves to spend quality time with friends and family making lots of memories.
