Congratulations to Rachel Efetha, Chartered Financial Planner, who has been announced as one of eight finalists in the category of Wealth Manager of the Year!
The awards aim to celebrate and recognise the achievements of women in investment and are vital in helping accelerate the pace of change towards a more diverse and inclusive investment industry. They are run by Investment Week, a long-running publication in the profession.
There are 25 Awards in total, and they received 1,391 nominations. The nominees were asked to complete a questionnaire giving details about their careers, recent achievements, mentoring and a testimonial. The submissions were then considered by the 41 judges and the finalists were announced earlier this week.
Rachel Efetha, Chartered Financial Planner and finalist of “Wealth Manager of the Year” said-
“It is an honour to find out that I’m a finalist in these awards. It hasn’t always been easy working in such a male-dominated profession but at Anstee & Co we outnumber the men, and with a woman like Caroline in charge, I know that I’m well supported in my dual roles of Chartered Financial Designer and Mum”.
The judges considered outstanding achievements in a role, particularly in the last 12 months; challenges faced and how they were tackled; evidence of contributions to support and inspire women and improve diversity & inclusion within the sector as well as undertaking third party research.
Caroline Anstee, Managing Director of Anstee & Co. said-
The nomination of “Wealth Manager of the Year”, is the result of all the hard work that Rachal has put in over her professional career. Rachel is a people person and linking this with her technical knowledge, her client outcomes are always excellent. This is reflected by the excellent client feedback I receive about her. Proud to have her as part of the team.
You can read the full announcement here.
How Anstee & Co can help you with Wealth Management.
If you would like to arrange a meeting with Rachel, why not contact her today? The initial “getting to know you” meeting is at our expense and is without obligation. Her experience covers all aspects of financial planning, including pensions, estate planning, and investments. 
We have offices located in:-
- Kettering, Northamptonshire
- Stamford, Lincolnshire
- Towcester, Northamptonshire
- London, Greater London
Additionally, Rachael makes use of meeting rooms in Bedford.
We also make full use of video conferencing such as:-
- Zoom
- Microsoft Teams
- Skype
- Facetime
We can also arrange a conference telephone call. There is no need to visit an office as all work can be undertaken remotely.
Furthermore, if you have any thoughts or comments on this article, “Women in Investment Awards – Wealth Manager of the Year”, then we would love to hear from you.
Finally, the information contained in this article is for information purposes only and does not constitute advice. No action should be taken based on this information alone. Anstee & Co. is authorised and regulated by the Financial Conduct Authority (FCA).
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