By Barnes Gladman, Financial Designer with Anstee & Co. As the sun sets on COP26, where world leaders assembled to discuss climate change, conversations turn to; what can the average person, or average investor, do to make a real difference? So, is Environmental Investing the answer? In the last 18 months, there has been a [...]
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 that Anstee & Co reaped the rewards of being [...]
By Rachel Efetha, Chartered Financial Planner with Anstee & Co. With more of our clients finding that their capacity to invest in Pensions is limited either by the Tapered Annual Allowance or because they are nearing the Lifetime Allowance, they are coming to us for advice on the alternatives to pensions. A viable alternative is [...]
It is a warm welcome to Christine Mansfield who has joined the team at our Head Office in Kettering. She will be undertaking the role of “Financial Design Support”, working closely with the Financial Planners and their client’s. Christine has over twenty years of experience in financial services. Christine Mansfield, Client Support, said on joining [...]
By John Cossons, Mortgage and Protection Designer at Anstee & Co. First-time buyers and home movers can now buy a new-build home with a deposit of just 5 per cent without the need for government help, using Deposit Unlock. Lenders generally set the minimum deposit for new builds at 10 or 15 per cent. Putting [...]
This year's Charity Golf Day raised over £5,700.00 for We Mind & Kelly Matters. This annual event is now in its 6th year and was held at Wellingborough Golf Club. The charity each year is chosen by the staff at Anstee & Co. A cheque for £5720.13 was presented to John Hewitt, founder of the [...]
The new Green Savings Bonds announced by the Chancellor of the Exchequer, Rishi Sunak, in the 2021 Spring Budget are available to purchase from Friday the 22nd of October. The Green Savings Bonds offers’ a 0.65% gross/AER fixed rate over a three-year term. Tell me more about Green Savings Bonds? The key features of the [...]
Just over a week after announcing that Rachel Efetha was a Finalist in the Women in Investment Awards, it’s our pleasure to announce that Rachel is a Winner in the Influential Businesswoman Awards, organised by, digital magazine, Acquisition International. Winning, Financial Services Business Woman 2021 (Midlands). Caroline Anstee, Managing Director of Anstee & Co. said- [...]
Congratulations to Rachel Efetha, Chartered Financial Planner, who has been announced as one of eight finalists in the category of Wealth Manager of the Year! The awards aim to celebrate and recognise the achievements of women in investment and are vital in helping accelerate the pace of change towards a more diverse and inclusive investment [...]
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 [...]
