financial planning We are proud to have appeared in the New Model Adviser, Top 100, financial planning firms, 2017 listing.

The award featured the following review about Anstee & Co:

Energetic managing director Caroline Anstee has been in financial services for more than 40 years. Having started her own Kettering-based business only five years ago, she has built it quickly. Caroline, will continue focusing on the at-retirement and long-term care market, and ensuring the business has its own longevity. It has continued to recruit younger people with a graduate apprentice joining this year who is going through “accelerated training” with the Chartered Insurance Institute. The firm hired an adviser this year too and has two more due to join. 

Caroline Anstee, Managing Director of Anstee & Co said:

“This is an acknowledgement of all the hard that has been put into the business. Everyone working with us has contributed to its past and future success. A big thank-you, to you all,for the hard work in helping us win this prestigious award. I feel that it is important that we offer professional independent financial advice on a face-to-face basis. Financial education is close to my heart and that of the team.”

The New Model Adviser, which is published by Citywire, is one of the financial advice industries leading publications.

Will Robins the editor of New Model Adviser said:

“This is the sixth New Model Adviser Top 100, the title that celebrates the best of the professional financial planning community. As ever, it has been an epic task sifting through the entries this year.”

“Congratulations to those who made the list, but if you missed out I can honestly tell you the gaps have never been finer. Your clients are lucky to have you!”

How Anstee & Co can help you with financial planning.

If you would like to arrange a meeting with one of our financial adviser then please contact by phone or email. We have offices in Kettering, Stamford, London and Birmingham. We also make use of meeting rooms in Towcester, Northampton, Bedford and Warwick. Home visits can be arranged at a time that is convenient to you. We cover Lincolnshire, Northamptonshire, Bedfordshire and the West Midlands.

The first meeting is free, so why not see how we can help you. We are a Top 100, financial planning firm!