About Peter Anstee

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So far Peter Anstee has created 166 blog entries.

‘Spot the Dog’ of Investments

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  [...]

2020-09-15T12:27:09+01:00September 15th, 2020|News|

Should I be a Socially Responsible Investor?

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 [...]

2020-08-25T11:10:37+01:00August 25th, 2020|News|

Women’s Recognition Awards Finalist 2020.

We are so proud that Caroline Anstee has become a finalist in, The Financial Reporter Women's Recognition Awards 2020. Caroline has been nominated in the “Retirement Adviser of the year”, category. About the Awards. The Financial Reporter Women's Recognition Awards, launched in 2018, aims to support the growing momentum for a more diverse and equal [...]

2020-08-21T12:11:05+01:00August 21st, 2020|News|

Financial Advice. What is it good for?

If you think that the idea of financial advice and planning is only for the very wealthy, think again. In this article we will look at the key stages of life where taking independent financial advice can make a huge difference. Having a financial plan can provide you with confidence in your future. In uncertain [...]

2020-08-18T15:35:03+01:00August 18th, 2020|News|

How a midlife financial tweak can transform your retirement.

For many of us, our working life is stretching out. As our life expectancy rises and pension provisions become less generous reviewing your financial plans has never been more important. As we work longer, it is highly unlikely that we will have just one career path. The day's of a "job for life" has gone.  [...]

2020-08-13T14:28:59+01:00August 13th, 2020|News|

Enjoyed furlough so much that you don’t want to return to work?

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. I was recently introduced to new clients, Paul (aged 61) and Janice (aged 58). Not their real names. Paul was furloughed for six weeks towards the earlier part of lockdown when the sun was shining every day and as a self-employed Beautician, Janice was unable [...]

2020-07-21T15:39:44+01:00July 21st, 2020|News|

Redundancy Advice Package for Employers

First of all, redundancy is never easy. To help your staff who have been made redundant we have put together several support packages. These can be delivered to a group or individually, while still following current government coronavirus (COVID-19) guidelines.  We make full use of video conferencing such as- Zoom Microsoft Teams Facetime Skype Any [...]

2020-07-17T12:00:13+01:00July 17th, 2020|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 credit [...]

2020-07-23T15:24:21+01:00July 14th, 2020|News|

Redundancy. What should I do if I am made Redundant?

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 [...]

2020-06-15T16:45:37+01:00June 22nd, 2020|News|

Not sure if you can afford to retire yet?

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. In this short video, Rachel shows you how we make use of cash flow modelling tools in a practical case study. As a business, we use cash flow modelling to help you see what your retirement will look like financially. Through a series [...]

2020-06-17T11:46:15+01:00June 18th, 2020|News|