Financial Planning: When might you need it?

The idea that financial planning advice is only relevant for a few very wealthy people is a common misunderstanding. Working with an Independent Financial Adviser at key times of your life can have a beneficial impact on your financial wellbeing. That saying, "we don't plan to fail, but we fail to plan", has never been [...]

2023-11-20T14:19:23+00:00November 14th, 2023|Uncategorised|

Apprenticeship success for Amelia!

By Amelia Blake, Client Support with Anstee & Co. I started at Anstee & Co. in June 2022, straight from school. I joined the company to complete a Level 3 Business Administration Apprenticeship. I chose to do this because I had an interest in the financial world and I felt that the apprenticeship would allow [...]

2023-10-26T12:42:59+01:00October 24th, 2023|Uncategorised|

Protection for when the unexpected happens.

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. I’d like to tell you about my client David.  Eight years ago, his wife, Kath, was hit by a car when their youngest son was just two weeks old.  She was in a coma for six months and is now severely brain-damaged.  David had to [...]

2023-07-27T12:43:35+01:00July 27th, 2023|Uncategorised|

How much income do I need in retirement?

By Rachel Efetha, Chartered Financial Planner. How much income do I need in retirement? This is one of the questions that I get asked the most by clients, and the answer is 'How long is a piece of string?'  It all depends on the kind of lifestyle you want in retirement.  I have some clients [...]

2023-07-26T16:30:33+01:00July 26th, 2023|Uncategorised|

NS&I increase savers’ rates.

National Savings & Investments (NS&I), the Treasury-owned bank, has increased the rate of interest on more of its savings accounts as it attempts to keep up with rising interest rates. Its one-year guaranteed bonds, the only ones on sale to new customers, increased from 4 per cent to 5 per cent. The two and three-year [...]

2023-07-26T16:38:55+01:00July 26th, 2023|Uncategorised|

Lifetime Allowance Abolished.

By Tegan Gladman, Financial Planner with Anstee & Co. With the Lifetime Allowance being abolished there has been an increase in pension contributions and many are delaying their retirement. On the 15th of March 2023, Chancellor Jeremy Hunt announced they were abolishing the Pension Lifetime Allowance (LTA). This meant individuals were no longer going to [...]

2023-07-26T16:28:18+01:00July 26th, 2023|Uncategorised|

Investing in Stocks and Shares? What to consider?

With savings rates not keeping up with inflation, you may want to look at different ways of protecting your hard-earned money. Investing is a more adventurous approach with your savings, that might now be worth considering. Purchasing stocks and shares is one way to do this. Stocks and share purchase is seen as a long-term [...]

2023-04-25T12:36:53+01:00April 25th, 2023|Uncategorised|

Introducing Harriet Poole.

Welcome to Harriet. Harriet Poole has joined Anstee & Co. from Southfield School, Kettering. Harriet is presently completing a Business Administration apprenticeship. Harriet's role as an Office Administrator will see her working closely with her new colleagues in the Financial Design team. Harriet Poole, Office Administrator with Anstee & Co. said- “I joined Anstee & [...]

2023-03-16T12:41:01+00:00March 15th, 2023|Uncategorised|

Should you top up your state pension?

By Tegan Gladman, Financial Designer Support with Anstee & Co. You may have heard in the news recently that there is a deadline to top up your state pension. But what does this mean? How does this affect me? In April 2016, the new State Pension was introduced. Under the new rules, you need 35 [...]

2023-03-14T13:31:25+00:00March 14th, 2023|Uncategorised|
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