About Peter Anstee

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So far Peter Anstee has created 253 blog entries.

Retirement advice. Getting the best from retiring.

Firstly, moving into retirement can be one of the most exciting times of your life. However, it can also be daunting if you do not plan wisely. We can help you with retirement advice. Here are a few tips to help you plan to make the most of your retirement. State pension. How much [...]

2024-02-20T12:42:04+00:00February 20th, 2024|News|

How do I get a mortgage? We can help you.

We are often asked, “How do I get a mortgage”? First of all, we would recommend that you start thinking about your mortgage application at least six months before you apply. Here are some of the key steps to follow to ensure that you get the best mortgage for you. Step one Check your [...]

2024-02-20T16:14:42+00:00February 20th, 2024|News|

Socially Responsible Investment: What is it?

Socially Responsible Investment (SRI) aims to ensure that you as the investor can support companies that adhere to policies that meet your ethical views. You might also see references to "ethical", "green", "sustainable" or "ESG" (Environmental, Social and Governance). These all come under the broader umbrella of Socially Responsible Investing. Funds that offer SRI [...]

2024-02-20T16:17:27+00:00February 20th, 2024|News|

Are you aware of upcoming ISA changes?

A recent survey undertaken by Wesleyan Financial Services highlighted that over three-quarters (78%) of UK adults are still unaware of the new Individual Saving Account (ISA) rule changes that are set to come into effect in April 2024. The rule changes, announced by the Chancellor in his autumn statement, are designed to simplify the [...]

2024-02-20T12:05:39+00:00February 20th, 2024|News|

Rachel sings for Cransley Hospice

By Rachel Efetha, Chartered Financial Planner I’m a member of several networking groups.  They provide the opportunity to work together on shared clients and offer support.  Each group has a charity member and Cransley Hospice are the charity for the Wellingborough Business Room. In support of our charity, 10 of our members (including me) [...]

2024-02-19T11:21:00+00:00February 19th, 2024|Community, News|

Getting divorced? Will a financial adviser help you get the best deal?

By Rachel Efetha, Chartered Financial Planner based in Bedford, Bedfordshire. The first working Monday of the new year has been dubbed ‘Divorce Day’ as it sees an increasing number of married couples starting to make enquiries about ending an already unhappy marriage which has had an increasing strain over the festive period. Getting divorced [...]

2024-01-26T13:51:52+00:00January 26th, 2024|News|

Pension Jargon Busters guide. Find out more.

It is quite easy to get confused about pensions. However, spending a little time to understand some of the key terms will help. This article aims to explain the key terms relating to pension and retirement planning that you may come across. We hope you find this "Pension Jargon Buster" guide useful.Final Salary Scheme / [...]

2024-01-26T09:53:19+00:00January 26th, 2024|News|

Retirement. Are you ready for it? We can help.

First of all, putting a retirement plan in place is key. The saying, “We don’t plan to fail, but we fail to plan”, has never been truer. If you are in your late fifties/early sixties and starting to think about retirement, there is certainly a lot to think about! So where do you start? Let [...]

2023-12-14T12:16:09+00:00December 18th, 2023|News|

Christmas Song – “No more work for us, in our retirement.”

By Rachel Efetha, Chartered Financial Planner " No more work for us, in our retirement"     * To the tune of "Jingle Bells".   No more work for us In our ret-ire-ment Out the door we go On our big holiday Pubs, bars n cafes Drinking spirits bright Oh what fun it is to [...]

2023-12-15T14:36:57+00:00December 15th, 2023|News|
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