Should you cash in investments before Brexit?

By Anna-Louise Dearden, Editor of Muddy Stilettos, Northamptonshire. Whether it's a short or long term financial goal, saving is often a key part, but do we need to think about our cash before Brexit? Yep, Brexit. Yawn. We're all tired of hearing of it but, with the "big day" looming, there are still some personal [...]

2019-03-30T14:53:17+00:00 April 2nd, 2019|News|

Raj completes the London Landmarks Half Marathon

Congratulations to our lead paraplanner Raj Chettra who completed the London Landmarks Half Marathon. The event took place on Sunday the 24th March 2019 with over 13,000 runners and is the only half marathon to go through both the City of London and City of Westminster. Raj completed the marathon in a respectable 2 hours [...]

2019-03-25T14:39:27+00:00 March 25th, 2019|News|

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|

Congratulations: Exam pass for Andie Derry

Congratulations to Andie Derry, part of the client support team at our Kettering Office. Andie has passed unit 318, Principles of Business Communication. This unit counts towards the completion of a City and Guilds Level 3 Diploma for Business Administrator (3473) qualification. The qualifications aim is to develop Andie knowledge, understanding and skills across a [...]

2019-02-21T10:36:36+00:00 February 21st, 2019|News|

Samantha Clarke joins the Kettering Office.

Welcome to new team member Samantha Clarke who has joined the company as Senior Paraplanner. Samantha has been working in the financial services industry for a number of years and has joined us after recently relocating from Eastbourne. Her financial services career started when she was 16, working as a motor insurance clerk alongside her [...]

2019-02-07T16:56:19+00:00 February 11th, 2019|News|

Welcome to Barnes Gladman.

Welcome to new team member Barnes Gladman who has joined the company as Financial Designer Support. Barnes has been working in the financial services industry for some time and has joined us from Mattioli Woods, after previously working for Greyfriars Asset Management After leaving Guilsborough Academy in Northamptonshire he obtained a Business Studies degree from [...]

2019-01-23T21:13:44+00:00 January 23rd, 2019|News|

Discretionary Fund Managers. What is the winning formula?

City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]

2019-01-11T15:54:22+00:00 January 14th, 2019|News|

Asset Classes? Do I need to attend them?

When undertaking a financial planning review with our clients our financial planners often talk about different asset classes. So what do they mean? Below is a brief overview of what these asset classes do. Some asset classes are better for income while others come into their own when you are looking for capital growth. Some [...]

2019-01-23T16:01:41+00:00 January 10th, 2019|News|

Equity Release. Why it’s not the last resort option.

Despite the popularity of equity release many people still feel that it is the option of last resort. Some will have look at equity release in the early days when the industry was not strictly regulated and policed.  They may have looked at it when interest rates were at a very high level. Some feel [...]

2019-01-07T11:59:44+00:00 January 7th, 2019|News|

Inheritance Tax: IHT planning is key.

Whether it’s called Estate Duty, Capital Transfer Tax or now Inheritance Tax (IHT) death duties have been around for centuries. The purpose of these taxes has always been the same. To raise revenue for the Chancellor. Initially, the tax was aimed at only the very rich but over the years the bar has lowered with [...]

2019-01-23T15:58:06+00:00 January 3rd, 2019|News|