NatWest Local Hero Mortgage Awards Night.

By Jane Lumley-Walker, Office Manager. As you may be aware Anstee & Co entered into the “NatWest Local Hero Mortgage Awards”. The awards are to recognise the charity and community work carried out by the companies that work with NatWest. We put forward details of the charity work we have done, fundraising for various charities [...]

2019-03-20T14:23:59+00:00 March 21st, 2019|News|

Finalist: NatWest Local Hero Mortgage Awards.

We have reached the final of NatWest Mortgage Local Hero Awards. NatWest Mortgages is recognising mortgage brokers that have gone beyond everyday expectations. Above all, they have put the customer and their local community at the heart of their firm. In total 60 firms have been shortlisted for recognition in the 12 regional awards. Anstee & [...]

2019-02-26T13:36:13+00:00 February 18th, 2019|News|

Raj and Tracy complete the Great Birmingham Run.

Congratulations to our colleagues Raj Chettra and Tracy Walsh on completing the Great Birmingham Run on Sunday 14th October 2018. This year’s very wet half marathon event took place through the City Centre of Birmingham with the 13.1 miles course taking in some of the famous sights. A great fundraising event. Between the two of [...]

2018-10-15T11:37:09+00:00 October 15th, 2018|News|

Raj and Tracy to undertake the Great Birmingham Run

Good Luck to our colleagues Raj Chettra and Tracy Walsh. Both Raj and Tracy will be undertaking the Great Birmingham Run on Sunday 14th October 2018. This year’s event takes place through the heart of Birmingham City Centre. The half marathon course of 13.1 miles will be taking in some famous sights. Tracey, an experienced [...]

2018-10-12T15:50:12+00:00 October 12th, 2018|News|

Independent or Restricted financial advice – who cares?

By Tracey Foster, Independent Financial Adviser based in Birmingham. In February 2012, the Financial Services Authority (FSA), released a guidance consultation “Independent and restricted advice”. It described the new advice types that were later implemented through the Retail Distribution Review. Over the last few years, we have seen business models evolve using these different advice [...]

2018-07-06T12:24:45+00:00 July 16th, 2018|News|

Do you want to be a “Silver Striver”? The dos and don’ts.

What is a silver striver I hear you ask? Is it a new superhero from Marvels Infinity Wars film? Well no, a silver striver is the new term being used by marketing types for people who are working past their retirement date. If this is something that you are considering out of choice or necessity [...]

2018-05-29T14:06:34+00:00 May 28th, 2018|News|

Equity release: Product features explained.

Many people who are looking at equity release often get confused about some of the product features on offer. Some would appear at first sight to be just a marketing ploy. Others have some real benefits for you. The list below highlights some of the key terms used by the equity release companies. Check them [...]

2018-05-31T15:43:08+00:00 May 21st, 2018|News|

How to “legitimately” save paying Inheritance Tax

If you have an estate that is worth more than £325, 000, Inheritance Tax (IHT) of 40% is paid on the excess. You can pass on your estate to a spouse or civil partner completely tax-free on death. If you leave it to your children or others, they will not benefit in the same way. [...]

2018-06-06T17:14:09+00:00 May 14th, 2018|News|