green apple for Education ChampionBy Rachel Efetha, Chartered Financial Planner with Anstee & Co.

I’ve recently gone back to school, not to study, but to pass some of my knowledge on to Key Stage 4 pupils in my pro bono role as an Education Champion for the Personal Finance Society.

What areas are covered in the Workshops?

As an Education Champion, I deliver Financial Education Workshops on:PFS logo

  • My future finances
  • Staying safe from scams
  • Moving on from school
  • Making decisions and risk
  • Opening the first bank account
  • Understanding debit and credit
  • Loans & Mortgages

And Assemblies on:

  • Moving on from school
  • Personal finance basics
  • Identity theft and scams

I’m currently delivering a series of four workshops to Year 11 students as part of their Life Skills lessons to a local secondary school.

How Anstee & Co supports the local community.

As a company with strong ethical values, we encourage all our staff to get involved with causes that are close to their hearts. We support these community-based causes with both time and resources.

We are a firm of Independent Financial Advisers (IFA’s). So, this means that the financial advice we provide is unbiased. We will look at all the financial solutions for you from the “whole of market”. So, this is unlike some financial advisers who recommend only their products or work from a limited panel.

call back logo for help with Education ChampionWe have offices located at-

  • Kettering, Northamptonshire
  • Market Harborough, Leicestershire
  • Stamford, Lincolnshire
  • London, Greater London
  • Towcester, Northamptonshire
  • Wellingborough, Northamptonshire

Also, our team of financial planners live and make use of meeting rooms in-

  • Bedford, Bedfordshire
  • Northampton, Brackley and Thrapston in Northamptonshire.

Finally, If you have a connection with a school and would like further information about the scheme, please contact Rachel through our Kettering Office or george.tsounias@cii.co.uk (Tel: 020 7417 4774) from the Personal Finance Society.