On the 28th of April 2019, Rachel Efetha, our Chartered Financial Planner, will be running the Virgin Money London Marathon for Deafblind UK. Rachel Efetha, Chartered Financial Planner with Anstee & Co. said- “I started off running a 5K and loved it, so when Deafblind UK asked if I’d be interested in running the Virgin [...]
City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]
When undertaking a financial planning review with our clients our financial planners often talk about differs asset classes. So what do they mean? Below is a brief overview of what these asset classes do. Some asset classes are better for income while others come into their own when you are looking for capital growth. Some [...]
Despite the popularity of equity release many people still feel that it is the option of last resort. Some will have look at equity release in the early days when the industry was not strictly regulated and policed. They may have looked at it when interest rates were at a very high level. Some feel [...]
Whether it’s called Estate Duty, Capital Transfer Tax or now Inheritance Tax (IHT) death duties have been around for centuries. The purpose of these taxes has always been the same. To raise revenue for the Chancellor. Initially, the tax was aimed at only the very rich but over the years the bar has lowered with [...]
New Year office opening times. December 2018. Saturday 29th Closed. Sunday 30th Closed. Monday 31st – 9.00 am to 3.30pm. January 2019. Tuesday 1st – Closed. Wednesday 2nd – 9.00am to 5.00pm. How Anstee & Co can help you plan your financial future in the New Year. We are independent financial advisers. (IFA’s). This means [...]
Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. December 2018. Monday 24th – Closed. Tuesday 25th – Closed. Wednesday 26th – Closed. Thursday 27th – 9.00am to 3.30pm. Friday 28th – 9.00am to 3.30pm. Saturday 29th – Closed. Sunday 30th – Closed. Monday 31st – 9.00 [...]
Congratulations to our paraplanner Monika Trow who is having a baby! We will all miss her while she is away on maternity leave. This is our first Anstee & Co baby and Monika has promised to bring the new baby into the Kettering office. More pictures to follow.
Secret Santa goes to the Daylight Centre in Wellingborough, Northamptonshire. No office "Secret Santa" this year. Instead, it was agreed that we would all help the homeless at the Daylight centre in Wellingborough. This is all part of our community programme The money that we would have spent on often funny ( some would say), [...]
As a homeowner, you will be aware of the increasing value of your home. Like many other people, you may find that your property is now worth much more than the amount you originally paid. How can you release this equity? Equity release allows you to unlock money from your home. This could be in [...]
