Foundation If you put your money to work for you when you're young, you give yourself a better chance of a secure financial future... Preservation As life moves on, it is important to make sure your financial planning reflects changes in health, lifestyle and future plans... Renovation Just when you think you have it all planned, life throws something at you and everything changes... Construction You're successful and very busy - but are you making the most of your money?

Financial News & Advice

1308, 2020

How a midlife financial tweak can transform your retirement.

By |August 13th, 2020|Categories: News|Tags: , , , , , |0 Comments

For many of us, our working life is stretching out. As our life expectancy rises and pension provisions become less generous reviewing your financial plans has never been more important. As we work longer, it [...]

2307, 2020

Pensions – It’s never too late to save for your retirement.

By |July 23rd, 2020|Categories: News|Tags: , , , , , |0 Comments

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. Whilst the 40 somethings parents and grandparents enjoyed a job for life and a pension from their employer based on the number of years service [...]

2107, 2020

Enjoyed furlough so much that you don’t want to return to work?

By |July 21st, 2020|Categories: News|Tags: , , , , , |0 Comments

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. I was recently introduced to new clients, Paul (aged 61) and Janice (aged 58). Not their real names. Paul was furloughed for six weeks towards [...]

1707, 2020

Redundancy Advice Package for Employers

By |July 17th, 2020|Categories: News|Tags: , , , , , |0 Comments

First of all, redundancy is never easy. To help your staff who have been made redundant we have put together several support packages. These can be delivered to a group or individually, while still following [...]

1407, 2020

How do I get a mortgage? We can help you.

By |July 14th, 2020|Categories: News|Tags: , , , , , |0 Comments

We are often asked. “How do I get a mortgage”? First of all, we would recommend that you start thinking about your mortgage application at least six months before you apply. Here are some of [...]

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