About Peter Anstee

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So far Peter Anstee has created 141 blog entries.

Paraplanner Samantha Clarke is now “Chartered”.

Congratulations to Samantha. A massive, “Well Done”, to Paraplanner, Samantha Clarke for completing her Chartered Insurance Institute (CII), Level 6 qualification exam, in “Financial Planning Process”.  This was the last in a series of exams which means that she has now earned the title of "APFS, Chartered Financial Planner ". Caroline Anstee, Managing Director of [...]

2019-06-26T18:53:13+00:00 June 13th, 2019|News|

“Dementia Sings Out”! Wellingborough’s Dementia Choir.

This community choir was inspired by the recent BBC One television program, Our Dementia Choir with Vicky McClure. This two-part documentary highlights the challenges faced with having to live with dementia. The programme follows members of the choir and shows how singing can help. Dementia Sings Out, is supported by Wellingborough Community Gospel Choir under [...]

2019-06-07T13:22:33+00:00 June 10th, 2019|Community, News|

Equity release. Unlock the money in your home.

It is true that most people’s financial wealth in the UK is tied up in their property. Many retired people consider themselves to be “cash poor but property rich”. To help you release this money, equity release can be used in later life to supplement pension income or used to finance major items of expenditure. [...]

2019-05-21T11:19:46+00:00 June 6th, 2019|News|

Lasting Power of Attorney. A surge in popularity.

More and more people are looking for the protection given by a Lasting Power of Attorney. As the United Kingdom population gets older and the fear of family disputes increases, it has led to a rise in people handing over their financial affairs to friends or family members in case they should fall ill. Figures [...]

2019-06-26T18:43:00+00:00 June 3rd, 2019|News|

Home Care. Could Equity Release be the answer?

By John Cossons, Equity Release Adviser Home care is an attractive alternative to residential care and is often preferred by those who have a lower level of care needs and wish to remain in their own home. Home care is available at varying levels for differing care needs. Yet like any form of care, there [...]

2019-05-17T10:01:21+00:00 May 30th, 2019|News|

How to claim back tax on your pension pot withdrawals.

Since pension freedoms came into force in April 2015 more than £372 million has been reclaimed by more than 150,000 savers. The average amount being claimed for a refund was £2,000. How does this tax overpayment happen? When someone takes out a lump sum from their pension pot, only 25% is tax-free. The technical term [...]

2019-05-31T10:22:36+00:00 May 28th, 2019|News|

More financial pressure for the “Sandwich Generation”.

 So who are the “Sandwich Generation”? The "Sandwich Generation" are the group of people who are feeling the financial strain of supporting their children, grandchildren and ageing parents. With young adults struggling to achieve financial independence and a population that is living longer the burdens and responsibilities of the over 55s are increasing. Recent research [...]

2019-05-15T09:28:57+00:00 May 23rd, 2019|News|

Exam success for apprentice Megan Leach.

"Congratulations" to Megan Congratulations to Megan Leach, our Apprentice Mortgage and Protection Administrator for passing her exam. Megan successful completed, “Principles of Administration” (Exam 319) part of her NVQ Level 3 business administration qualification. Additionally, she is supported in her training by the Kettering Office of "Starting Off". The multiple choice exam covered the following [...]

2019-05-23T11:15:19+00:00 May 20th, 2019|News|

Now could be the best time to be a first-time buyer?

We could be entering a period of opportunity for first-time buyers. Market conditions could be perfect for people looking to buy their first home. Buyers are able to take advantage of cheap mortgage rates and the weakening housing market.  Additionally, as a first-time buyer, you can still make use of the government’s Help to Buy [...]

2019-05-16T09:02:38+00:00 May 16th, 2019|News|