Cathy and Caroline headshot at retirement After working as an independent financial planner with Anstee & Co. for nearly 10 years, Cathy Blake is retiring at the end of this month. The company organised an “afternoon tea” at Harrowden Hall near Wellingborough, which was attended by some staff and longstanding clients of Cathy.

After the tea, Cathy shared that she started her career in the catering industry before moving on to financial services. Initially, she worked in retail banking with NatWest and Barclays. Before joining Anstee & Co., she trained future generations of financial advisers at Barclays.

Cathy Blake, an Independent Financial Designer, said:

“It was by chance that I sat next to Caroline at a conference that I was not looking forward to attending and nearly did not go. I noticed her name tag and asked if she had any connection with Peter Anstee, who I had worked with at NatWest in Lincoln. Unbeknown to me, they were married, and the rest is history.”

Judith Chapman, one of the founder members of “Dementia Sings Out,” a Wellingborough-based community choir, gave a brief talk about its work. The choir was inspired by the television program presented by Vicky McClure after her late grandmother’s diagnosis of Alzheimer’s. The program showed how music can help people with dementia in many ways. The choir is looking to engage with as many people as possible by either attending the weekly singing sessions or viewing them live online. Judith thanked Anstee & Co. for its help with the charity from the beginning and continued support.

Caroline Anstee, Managing Director of Anstee & Co., said:

“As Cathy has mentioned, it was by chance that we re-engaged but sometimes things are just meant to happen. After a brief chat, I knew Cathy shared the same values as me of fairness and transparency within our industry. She has been a great member of the team and will be sorely missed by both the staff and her clients. I wish her all the best in her well-deserved retirement.”

In retirement, Cathy is looking forward to spending more time with her family, and we all wish her well.

How Anstee & Co can help you in retirement.

call back logo for help with the retirement planningPlanning for retirement is never straightforward. Arrange a meeting with one of our independent financial planners today to see how we can help. The initial meeting is at our expense and is without obligation. Meetings can be arranged at a time and location convenient for you, whether it’s at your home, our office in Kettering, or online using Zoom or Teams. Our expertise covers all areas of financial planning, including investments, pensions, and mortgages.

If you have any thoughts or comments on this article, “A fond farewell to Cathy”, we would love to hear your views.

Financial Conduct AuthorityFinally, the information contained in this article is for information purposes only and does not constitute financial advice. No action should be taken based on this information alone. Anstee & Co is authorised and regulated by the Financial Conduct Authority (FCA).