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 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 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.
Tegan Gladman
Tegan GladmanIndependent Financial Designer
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.

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.

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.
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. Outside of work Megan enjoys spending time with her family and friends and going on holidays, especially to new destinations.
Amelia Blake
Amelia BlakeClient Support
Amelia has completed a Level 3 Business Administration Apprenticeship with Anstee & Co. Amelia enjoys spending time with friends and family and travelling to new places.

Jamie Love
Jamie LoveParaplanner
Jamie is an experienced paraplanner who has worked in the industry since he was 18 years old. Day-to-day he provides support to the advice team aiding with pension and investments as well as general tax planning. Outside of work, Jamie is a keen golfer and a passionate Arsenal fan.
Harriet Poole
Harriet PooleClient Support
Harriet has joined the team from Southfield School, Kettering. She is completing an Business Administration apprenticeship. Outside of work Harriet enjoys reading, spending time with friends and walking her dog.
Raj Chettra
Raj Chettra Operations Team Leader
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 Bennett-Neild
Estelle Bennett-NeildClient Support
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.

Call our expert advisers now
01536 483733