About Peter Anstee

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So far Peter Anstee has created 111 blog entries.

Samantha Clarke joins the Kettering Office.

Welcome to new team member Samantha Clarke who has joined the company as Senior Paraplanner. Samantha has been working in the financial services industry for a number of years and has joined us after recently relocating from Eastbourne. Her financial services career started when she was 16, working as a motor insurance clerk alongside her [...]

2019-02-07T16:56:19+00:00 February 11th, 2019|News|

Remortgage: Does it pay to switch deals?

How to save money by remortgaging. As a home buyer, you could easily cut your monthly mortgage cost by moving from a standard variable rate (SVR). The SVR is the rate your mortgage defaults to after the initial rate. This might have been a discounted rate or a short term fixed rate.  It can also [...]

2019-02-07T13:53:55+00:00 February 7th, 2019|News|

Monika introduces “Baby Liam” to the team.

Monika with baby Liam. Paraplanner Monika Trow, who is presently on maternity leave, recently came into the Kettering Head Office to introduce baby Liam to the team. Liam came into the world on the morning of Monday 31st December 2018 weighing a healthy 8lb 6oz. This is Monika’s and her husband Adrian’s second and a [...]

2019-02-04T10:46:44+00:00 February 4th, 2019|News|

Equity Release: Why you should upsize in retirement?

By John Cossons, Equity Release Adviser with Anstee & Co. This article is based on a recent equity release case that I completed. A 71-year-old client of mine had sold her property and was looking for a new house closer to her family. In an ideal world, she would have loved to buy a bungalow. [...]

2019-01-24T14:21:20+00:00 January 31st, 2019|News|

The ‘B’ Word – Should I Cash in My Investments?

By Rachel Efetha, Chartered Financial Planner. B is obviously for, yawn, Brexit.  My clients are asking me more and more if they should cash in their investments before Brexit and my answer to them is another question ‘what is the purpose of your investments?’. Investment case study. Client “A”. Client A has a modest portfolio [...]

2019-01-28T09:31:31+00:00 January 28th, 2019|News|

Welcome to Barnes Gladman.

Welcome to new team member Barnes Gladman who has joined the company as Financial Designer Support. Barnes has been working in the financial services industry for some time and has joined us from Mattioli Woods, after previously working for Greyfriars Asset Management After leaving Guilsborough Academy in Northamptonshire he obtained a Business Studies degree from [...]

2019-01-23T21:13:44+00:00 January 23rd, 2019|News|

Overpaying your mortgage? Should you?

Recent figures from the consumer group "Which" show that nearly half (46%) of homeowners are overpaying their mortgage. The largest group overpaying being the under 25's. So should you be thinking about overpaying your mortgage? Why should you overpay your mortgage? Overpaying allows you to save on your interest payments. This saving can be substantial [...]

2019-01-21T11:44:10+00:00 January 21st, 2019|News|

Rachel takes on the London Marathon.

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 [...]

2019-01-11T15:09:58+00:00 January 17th, 2019|News|

Discretionary Fund Managers. What is the winning formula?

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 [...]

2019-01-11T15:54:22+00:00 January 14th, 2019|News|

Asset Classes? Do I need to attend them?

When undertaking a financial planning review with our clients our financial planners often talk about different 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 [...]

2019-01-23T16:01:41+00:00 January 10th, 2019|News|