TheTeam 2018-04-06T14:43:09+00:00

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.
Tracey Foster
Tracey FosterIndependent Financial Designer
Tracey has a range of experience in the finance industry advising clients on the full range of Financial Planning issues, including investment, pensions and estate planning. She holds the Diploma in financial planning and is a member of the Personal Finance Society and the Chartered Insurance Institute.
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.

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 20 years experience in the financial services industry.
Malcolm Smith
Malcolm SmithParaplanner
Malcolm has many years’ experience as an Adviser and he now supports our Paraplanning Team. He is a Chartered Financial Planner and is a tutor for the examinations of the Chartered Insurance Institute.
Sam Williams
Sam WilliamsClient Support
Sam is a recent Mathematics with Music graduate from The University of Surrey. A member of the Pension and Investment support team. He is presently studying to take the Diploma in Regulated Financial Planning. His aim is to become a Paraplanner.
Tracy Walsh
Tracy WalshClient Support
Tracy is part of the Pension and Investment team, providing administration support to our advisers and clients. She has over 10 year’s experience in financial services administration.
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 is presently working through a Business Administration apprenticeship NVQ3.

Call our expert advisers now
01536 483733