Portcullis for financial educationCaroline was invited to an interesting event held at the Westminster Business Forum yesterday. The event was Chaired by Lord Northbrook and looked at ‘The future for financial advice and guidance – regulation and the role of technology’. These forums help to form government policy and allows the industry to give its views. The forum also touched on the importance of financial education.

Caroline Anstee said-

“Having long been passionate about financial education, Anstee & Co. has now devised these videos, aimed at students, but useful to all, to help understand and practice astute money management.”

Financial education is key to your future security and wealth.

As a company we are aware of the importance of financial education.

Making the right financial decision is one of the most import choices that we make. Whether you are buying a house, saving for your retirement or running the family budget, the choices you make can have a far reaching effects on your future wealth.

In the light of this we have developed a free to use suite of videos. Aimed at students, but useful to all, to help understand and practice astute money management. The videos are accessible through our website.

Our advisers have delivered this training at Sheffield University, Warwick University and local schools.

The videos feature discussions and animations to help build a financial understanding while maintaining engagement. Each video is a standalone module (bit size chunks) or can be viewed together.

The 13 videos cover the following topics 

  • Introduction to the videos.
  • Financial Education – is it needed?
  • Life Changes.
  • The Financial Services Industry.
  • Tax – an introduction.
  • Budgeting – Needs & Wants.
  • Does money bring happiness?
  • Budgeting.
  • Investments
  • Debt – a discussion.
  • What is a job worth?
  • Debit, love it or loathe it?
  • Mortgages – the different types.

The videos can be viewed by clicking here.

 

How Anstee & Co can help with financial advice.

If you would like to meet one of our financial advisers they will happy to help to talk through your financial situation. The first meeting is free of charge. Meetings can be held at our offices in Kettering, Stamford and London. We also make use of meeting rooms in Northampton and Towcester. Our team of expert advisers cover Lincolnshire, Northamptonshire, Warwickshire, Bedfordshire and Warwickshire.