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 Anstee
Caroline AnsteeManaging Director
Caroline is the Managing Director of Anstee & Co., overseeing the whole operation and advising clients.
Rachel Efetha
Rachel EfethaIndependent Financial Designer
Rachel has 25 years experience in the Financial Services industry with the last 17 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.
Darren Amos
Darren AmosIndependent Financial Designer
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.
Cathy Blake
Cathy BlakeIndependent Financial Designer
Cathy has been a Financial Adviser for over 15 years, having previously worked in the banking industry. She achieved the Diploma in Financial Planning in 2011 and is also qualified for mortgages and long term care products. Cathy is part of our later life team.
Bill Fountain
Bill FountainIndependent Financial Designer
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.
Barnes Gladman
Barnes GladmanIndependent Financial Designer
Barnes holds the Deploma in Regulated Financial Planning, alongside the Level 4 Certificate in Investment Management. He is a keen footballer and supports Liverpool FC.

Mortgage Designers

Nick Ripley
Nick RipleyMortgage & Protection Designer
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 Cossons
John CossonsMortgage & Protection Designer
John, who likes to be known as Bob, is a Mortgage and Protection specialist dealing with residential, buy-to-let and equity release mortgages.
Amanda Halleybone
Amanda HalleyboneMortgage & Protection Designer
Amanda has over 20 years’ experience helping her clients with their mortgages. Based in Towcester, she prides herself on the help and support she provides to all of her clients.

Design Support

Jane Lumley-Walker
Jane Lumley-WalkerOffice Manager
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.
Andy Pardoe
Andy PardoeCompliance Officer
Andy is the Compliance Officer for Anstee & Co and is responsible for all the compliant aspects of the company. He holds the Diploma in Financial Planning and is CEMAP qualified.
Peter Anstee
Peter AnsteeBusiness Designer
Peter is our Business Development Designer, working with existing relationships and looking for new opportunities for Anstee & Co. and its clients.
Raj Chettra
Raj ChettraLead Paraplanner
Raj is one of our Paraplanners working closely with our advisers and provides help to our clients. She has worked in financial services for over 20 years gaining experience in mortgages, insurance, investments and pensions. Raj, holds many industry qualifications.
Tina Ellis
Tina EllisCase Handler
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 Trow
Monika TrowParaplanner
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.
Megan Leach
Megan LeachMortgage Administator
Megan has joined the team from Southfield School, Kettering. She has completed an NVQ level 3 in Business Administration while working with us.
Andie Derry
Andie DerryClient Support
Andie has joined the team from Southfield School, Kettering. She has completed an NVQ level 3 in Business Administration and is now studying for her CII exams. When not studying Andie enjoys reading, travel and going to the gym.
Tegan Gladman
Tegan GladmanFinancial Designer Support
Tegan joined the team as Financial Designer Support to assist Caroline with the servicing of her clients. She holds the Diploma in Regulated Financial Planning and is currently studying towards Chartered status. When not working; Tegan enjoys walking her dog Pluto, reading and exploring coffee shops.
Christine Mansfield
Christine MansfieldClient Support
Christine has worked within the Financial Administrative Industry for over 15 years. Her background roles include working within Corporate Employee Benefits, Pensions, Mortgage and Protection. When not working, Christine enjoys spending time with her granddaughter and walking her dogs.

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01536 483733

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