It is a warm welcome to Monika Trow who has joined the team at Anstee & Co.
Monica will be based at our Kettering office as part of the Investment and Pension team. Her role as a paraplanner will see her write and research technical reports supporting our team of independent financial advisers (IFA).
Monika has experience in investment, pension, and protection planning, that she has gained through ten years of working in financial services. She holds a Diploma in Regulated Financial Planning as well as a Certificate in Mortgage planning.
In her spare time, Monika is a keen hill walker and she has enjoyed a few trips to the Lake District and Wales with her husband. Her favourite mountain is Tryfan in Wales, which she hopes to climb again with our young son Adam when he is old enough. Monika has also been skiing a few times, even managing to ski a black graded run last time, and lived to tell the tale!
Caroline Anstee, Managing Director of Anstee & Co, said-
“I am delighted that Monika has been able to join the team. The experience and knowledge that she brings will be of benefit to everyone within the company but especially the Investment and Pension team. This side of the business has grown recently with both Tracey Foster and Carl Stephenson, financial advisers joining us.”
How Anstee & Co can help you with your financial planning.
If you would like to arrange a free initial financial planning review then please contact us today.
We have offices in-
- Kettering
- Stamford
- Birmingham
- London
Our financial advisers also make use of meeting rooms in Wellingborough, Northampton, and Towcester in Northamptonshire. Grantham in Lincolnshire. Bedford and Worchester.
Appointments can also be arranged at your home or place of work at a time that is convenient for you.
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