About Peter Anstee

This author has not yet filled in any details.
So far Peter Anstee has created 38 blog entries.

What do you know about your parent’s finances? Part three.

This is the third in a series of articles about the difficult questions you need to be asking your elderly parents. In the first article, we looked at the importance of ensuring that there is a financial plan in place and the need to have a record of your parent's assets. In the second we [...]

2018-07-06T11:11:17+00:00 July 19th, 2018|News|

Independent or Restricted financial advice – who cares?

By Tracey Foster, Independent Financial Adviser based in Birmingham. In February 2012, the Financial Services Authority (FSA), released a guidance consultation “Independent and restricted advice”. It described the new advice types that were later implemented through the Retail Distribution Review. Over the last few years, we have seen business models evolve using these different advice [...]

2018-07-06T12:24:45+00:00 July 16th, 2018|News|

What do you know about your parent’s finances? Part two.

This is the second of a series of articles about the difficult questions you need to be asking your elderly parents. In the first article, we looked at the importance of ensuring that there is a financial plan in place and the need to have a record of your parent's assets. As mentioned before this [...]

2018-07-02T16:30:23+00:00 July 12th, 2018|News|

Community: We had a “Cuppa For Cransley”.

At our quarterly meeting today we had a "Cuppa for Cransley". Cakes were made and sold by the team. In total £95.00 was raised from the event for Cransley Hospice. The hospice is based in Kettering, Northamptonshire and provides care for people with life-limiting illnesses. Later in the year, we will be holding our fourth annual "Charity Golf [...]

2018-07-11T14:49:12+00:00 July 11th, 2018|News|

Questions to ask your parents.

One of the most difficult conversations you will have is what plans have your parents made for their financial future. It’s a balancing act between your parents feeling that they are not losing financial control and you being aware that they have some form of plan in place. All this while still respecting their boundaries. [...]

2018-06-26T19:30:41+00:00 July 9th, 2018|News|

Questions to ask about your pension before retirement.

If you have a pension, do you know how much you have saved or more importantly what level of income will it produce for you in retirement? Have you reviewed those old pensions from past employers? If the answers “I’m not sure”, then follow these top tips. How many pensions have you got? So let’s [...]

2018-06-25T17:10:24+00:00 July 5th, 2018|News|

First-time buyer? Need help finding your deposit?

For most first-time mortgage buyers getting the deposit together is hard. To help first-time buyers the government launched its Lifetime ISA. Sometimes known as a LISA. This scheme was first made available in April 2017 and is open to people aged 18 but before the age of 40, who are UK residents. You’re able to [...]

2018-06-18T16:12:30+00:00 June 28th, 2018|News|

Financial Education can be fun.

By Rachel Efetha, Chartered Financial Planner.  At University, the first thing I was told in my first lecture was that on day one of employment, I should start paying into a pension.  However, I was studying BA (Hons) Financial Services and learning about pensions was part of the syllabus.  I wonder how many engineering students [...]

2018-06-25T10:32:18+00:00 June 25th, 2018|News|

First time buyer. Is the Bank of Mum and Dad closed.

If you are a first time buyer looking to get a deposit together I am sure that you must have considered the Bank of Mum and Dad. For many this bank if often closed or running out of cash. Not all parents have funds saved up to help.  Recent figures show that parents gave their [...]

2018-06-13T15:58:45+00:00 June 21st, 2018|News|