Should I continue to take an income from my pensions?

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. Should you continue to take an income from your pensions? All clients taking, or considering taking, flexible withdrawals from their pensions during this uncertain time should be aware of the danger of ‘pound cost ravaging’ and its potential to deplete your funds too quickly. What [...]

2020-04-21T12:36:39+01:00May 4th, 2020|Uncategorised|

Should I continue to pay into my pension and investments?

By Rachel Efetha, Chartered Financial Planner. Should I continue to pay into my pension or investment ISA given the state of the stock market? My clients John & Lisa recently emailed me to say that they would like to pause their pension contributions given the global pandemic. I asked them if the pension payments were [...]

2020-04-21T10:05:57+01:00April 22nd, 2020|News|

Tax allowances. In the Chinese year of the “Rat”!

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. Having just had the Chinese New Year on Saturday 25th January, the festival traditionally will last to February 8th, about 15 days in total. The dates change every year because the festival is based on the Chinese Lunar Calendar. This calendar is associated with the [...]

2020-01-21T15:44:15+00:00January 27th, 2020|News|

Congratulations to Sam Williams on passing his exam.

Congratulations to Sam on his exam success. Congratulations to Sam Williams on completing his final paraplanning exam (J09). Combined with previous exams passed he has now gained the Chartered Insurance Institute (CII) Level 4, "Certificate in Paraplanning". The final paper comprised of three pieces of coursework based on a case study covering all areas of [...]

2019-10-17T10:03:46+01:00October 17th, 2019|News|

Mentoring: How we support the next generation of Advisers

By Rachel Efetha, Chartered Financial Planner. Personal Finance Society Mentoring Scheme When the Personal Finance Society (PFS) approached me a few weeks ago about joining their Mentoring Scheme, I originally thought ‘Great idea – I could do with a Mentor!’ until the penny dropped... I'm in the top 15% of Financial Advisers in terms of [...]

2019-07-22T16:15:40+01:00July 22nd, 2019|News|

Paraplanner Samantha Clarke is now “Chartered”.

Congratulations to Samantha. A massive, “Well Done”, to Paraplanner, Samantha Clarke for completing her Chartered Insurance Institute (CII), Level 6 qualification exam, in “Financial Planning Process”.  This was the last in a series of exams which means that she has now earned the title of "APFS, Chartered Financial Planner ". Caroline Anstee, Managing Director of [...]

2019-06-26T18:53:13+01:00June 13th, 2019|News|

“Dementia Sings Out”! Wellingborough’s Dementia Choir.

This community choir was inspired by the recent BBC One television program, Our Dementia Choir with Vicky McClure. This two-part documentary highlights the challenges faced with having to live with dementia. The programme follows members of the choir and shows how singing can help. Dementia Sings Out, is supported by Wellingborough Community Gospel Choir under [...]

2019-06-07T13:22:33+01:00June 10th, 2019|Community, News|

Virgin Money London Marathon success for Rachel.

On Sunday Rachel completed the 2019 Virgin Money London Marathon. Running over 26 miles and raising over £3,000.00 for Deafblind UK. What this achievement means to Rachel. Rachel had these words of reflection after the Marathon. Rachel Efetha, Chartered Financial Planner said- “I have now completed the London Classics which is Ride London (100-mile bike [...]

2019-05-23T11:10:41+01:00May 2nd, 2019|Community, News|

Rachel raises Deafblind awareness ahead of the Marathon.

Our Chartered Financial Planner, Rachel Efetha has recently completed a 5 km Parkrun in Bedford wearing a blindfold and ear defenders. The aim is to simulate being Deafblind and to raise awareness of the charity she is running the London Marathon for. Rachel Efetha, Chartered Financial Planner said- “I’m running the London Marathon for this [...]

2019-05-02T16:16:52+01:00April 18th, 2019|Community, News|

Would you like a Dementia Friends Information Session?

By Rachel Efetha, Chartered Financial Planner. Yesterday morning I was pleased to present a Dementia Friends Information Session to the BRI Networking Breakfast in Northampton. The Information Session helps to explain what dementia is and encourages the audience to take action after participating, from something as simple as wearing their Forget-Me-Not Dementia Friend badge to [...]

2019-05-10T16:25:18+01:00April 8th, 2019|Community, News|