Christmas Cheer for Teamwork Trust.

As in previous years, the team have forgone the office "Secret Santa". The money spent on what is often an unwanted but sometimes funny gift has been donated to "Teamwork Trust" based in Northamptonshire. Paraplanner Raj Chettra and Financial Planner, Rachel Efetha visited the Kettering Centre to make the presentation. Teamwork had requested that we [...]

2019-12-19T16:39:34+00:00 December 23rd, 2019|Community, News|

How to gift money in a tax efficient way

Passing on wealth between generations in a tax-efficient way is a key part of financial planning. In this article, we will look at how to gift money in a tax-efficient way,  from passing on a pension to helping your children with a buy to let. Here are some areas to discuss with our financial planner [...]

2019-10-15T16:46:45+01:00 October 24th, 2019|News|

Investment Risk. What do I need to know?

So, what do you need to know about Investment Risk? As a firm of Independent Financial Advisers, we always discuss at some length your Attitude to Investment Risk and in particular, the relationship between risk and reward and time. The more risk you are prepared to accept; the greater the long-term rewards will often be, [...]

2019-08-14T09:25:35+01:00 August 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+01:00 June 13th, 2019|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+01:00 May 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+01:00 April 18th, 2019|Community, News|

The ‘B’ Word – Should I Cash in My Investments?

By Rachel Efetha, Chartered Financial Planner. B is obviously for, yawn, Brexit.  My clients are asking me more and more if they should cash in their investments before Brexit and my answer to them is another question ‘what is the purpose of your investments?’. Investment case study. Client “A”. Client A has a modest portfolio [...]

2019-01-28T09:31:31+00:00 January 28th, 2019|News|

Rachel takes on the London Marathon.

On the 28th of April 2019, Rachel Efetha, our Chartered Financial Planner, will be running the Virgin Money London Marathon for Deafblind UK. Rachel Efetha, Chartered Financial Planner with Anstee & Co. said- “I started off running a 5K and loved it, so when Deafblind UK asked if I’d be interested in running the Virgin [...]

2019-05-10T16:19:13+01:00 January 17th, 2019|Community, News|

Darren Amos to comment on the BBC about the budget.

Listen out for our colleague Darren Amos who will be on radio BBC Northampton. He will be appearing on the Stuart Linnell show just after 5.00 pm commenting on today’s Budget. Darron Amos, Independent Financial planner with Anstee & Co. based in Kettering.

2018-11-06T09:53:37+00:00 October 29th, 2018|News|

How financial planning could keep you out of jail?

Successive Chancellors of the Exchequer have taken increasingly strong measures to increase their tax revenue by preventing tax evasion and avoidance. Her Majesty Revenue and Customs (HMRC) defines tax avoidance as "bending the rules of the tax system to gain a tax advantage that Parliament never intended". It goes on to say that tax avoidance [...]

2018-10-25T11:56:39+01:00 October 25th, 2018|News|