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|

Wishing you a prosperous New Year.

New Year office opening times. December 2018. Saturday 29th Closed. Sunday 30th Closed. Monday 31st – 9.00 am to 3.30pm. January 2019. Tuesday 1st – Closed. Wednesday 2nd – 9.00am to 5.00pm. How Anstee & Co can help you plan your financial future in the New Year. We are independent financial advisers. (IFA’s). This means [...]

2018-12-10T16:27:01+00:00 December 28th, 2018|News|

Wishing you a Merry Christmas and a prosperous New Year.

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. December 2018. Monday 24th – Closed. Tuesday 25th – Closed. Wednesday 26th – Closed. Thursday 27th – 9.00am to 3.30pm. Friday 28th – 9.00am to 3.30pm. Saturday 29th – Closed. Sunday 30th – Closed. Monday 31st – 9.00 [...]

2018-12-07T16:46:41+00:00 December 20th, 2018|News|

Secret Santa goes to the Daylight Centre.

Secret Santa goes to the Daylight Centre in Wellingborough, Northamptonshire. No office "Secret Santa" this year. Instead, it was agreed that we would all help the homeless at the Daylight centre in Wellingborough. This is all part of our community programme The money that we would have spent on often funny ( some would say), [...]

2018-12-17T09:31:29+00:00 December 17th, 2018|News|