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 the [...]

2019-04-18T09:24:05+00:00 April 18th, 2019|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 [...]

2019-01-11T15:09:58+00:00 January 17th, 2019|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+00:00 October 25th, 2018|News|

Recent retirement case study. Financial planning.

My colleagues are often asked, "…so what do you actually do as a financial planner”? Below is a recent retirement case study which I hope will demonstrate the work and value that an independent financial planner provides. Retirement case study. New clients contacted us regarding his pensions. They were very concerned about their interest-only mortgage, [...]

2018-11-20T09:57:54+00:00 September 17th, 2018|News|

Questions to ask about your pension before retirement.

If you have a pension, do you know how much you have saved or more importantly what level of income will it produce for you in retirement? Have you reviewed those old pensions from past employers? If the answers “I’m not sure”, then follow these top tips. How many pensions have you got? So let’s [...]

2018-06-25T17:10:24+00:00 July 5th, 2018|News|

Income Protection. It will never happen to me.

By Rachel Efetha, Chartered Financial Planner. As I sit here writing this article, many of you are probably enjoying an unexpected ‘snow day’ off work, whilst others, like me, might be juggling working from home with their children having a snow day off too. Have you considered how you would cope financially if you had [...]

2018-04-03T12:05:02+00:00 March 29th, 2018|News|

When is Venture Capital not Venture Capital?

By Tracey Foster, Financial Planner. Although we know every year the end of the tax year will fall on 5 April – there are some of us who will always leave potential ISA (Individual Savings Accounts) and Pension contributions to the last minute! In my last article, I talked about the Tapered Annual Allowance and [...]

2018-04-03T12:19:47+00:00 March 28th, 2018|News|

New Year, New Me! Financial planning resolution.

  By Rachel Efetha, Chartered Financial Planner. At this time of year when we vow to finally lose those extra pounds, drink less, exercise more, give up smoking, isn’t it important to review your finances? As a Chartered Financial Planner, many clients I meet have no financial plan in place so here are a few [...]

2018-02-21T15:50:21+00:00 January 10th, 2018|News|