By Rachel Efetha, Chartered Financial Planner with Anstee & Co. If you have taken out a Life Assurance, Critical Illness or Income Protection insurance policy within the last few years, the chances are that you have got some added extras in there, which may be worth exploring. Many policies allow access to a 24-hour telephone-based [...]
Congratulations to Andie Derry, part of the client support team based at the Kettering office of Anstee & Co. Andie has recently completed and passed the Chartered Insurance Institute (CII) RO1 Financial Services, Regulations and Ethics exam. The RO1 exam tested her knowledge of – Role of financial services EU & UK Regulation and responsibilities [...]
Thanks to the coronavirus (CORVID-19), we are all worried to some degree about our health as well as our wealth. With the hope of a successful vaccine, we have seen the world’s stock markets recently rally. Whatever happens, the world will be a different place as we move into what is being called the "new [...]
Getting the best mortgage deal is never easy. However, by following these steps, you can begin to get your self mortgage ready. Most mortgage lenders are presently working to reduced capacity. There are fewer than half the mortgage deals available now than that at the beginning of the year, according to Moneyfacts. People with 5%-10% [...]
According to a new study by the International Longevity Centre (ILC), people who take financial advice are on average £47,000 better off in retirement than people who did not. The report titled, “Peace of mind: understanding the non-financial value of financial advice” highlighted the key points that: - People who take financial advice are on [...]
It’s official! Anstee & Co has appeared in the list of the Top 100 Financial Advice firms in the UK, being one of just 16 firms from the Midlands. The list is compiled annually by New Model Adviser, a leading industry publication. The awards panel acknowledged the smooth transition from face to face meetings to [...]
By Rachel Efetha, Chartered Financial Planner with Anstee & Co. Even with the Job Retention Scheme, there are predictions that unfortunately, redundancies will increase over the coming months as businesses need to cut costs or fail. People deal with redundancy in different ways. You will normally be entitled to statutory redundancy pay if you have [...]
It is only natural that after being with someone for a while that your finances become entwined. You will be surprised by how many financial products and agreements you will share with your ex-partner. These agreements may be in the form of a mortgage, credit card, car loan or even everyday utility bills. You need [...]
By Rachel Efetha, Chartered Financial Planner Execution Only Investments giant, Bestinvest, has published it's latest six-monthly 'Spot the Dog' list. To make it onto the list, a fund must underperform the market by 5% after fees over three years. There are 150 funds on this list, but here are just the worst 18. Fund Size [...]
By Samantha Clarke, Senior Paraplanner and Fellow of the CII. What is Socially Responsible Investing? Socially Responsible Investing (SRI) also known as social investment, sustainable, socially conscious, “green”, ethical investing or ESG (Environmental, Social and Governance) are all terms used to describe an investment strategy that seeks to consider both the financial return and social/environmental [...]
