Socially Responsible Investment: What is it?

Socially Responsible Investment (SRI) aims to ensure that you as the investor can support companies that adhere to policies that meet your ethical views. You might also see references to "ethical", "green", "sustainable" or "ESG" (Environmental, Social and Governance). These all come under the broader umbrella of Socially Responsible Investing. Funds that offer SRI have [...]

2020-04-20T15:31:57+01:00April 30th, 2020|News|

Retirement planning: What if I live to 100?

Living well into and past your 90’s is a real possibility today. Life expectancy is certainly getting longer for both men and women. For some this sounds exciting, for others it’s a worry about how they will afford to live.  Whichever way you look at it, it certainly complicates things, especially your finances. That's why [...]

2020-04-16T12:11:43+01:00April 27th, 2020|News|

Cash Flow Modelling. Planning for a secure financial future.

Planning for a secure financial future?  It’s very helpful to build a detailed plan to create a picture of your finances now and in the future. Cash Flow Modelling is a way to assist you in making informed decisions over the years to help achieve your long-term objective of a secure financial future. At Anstee [...]

2020-02-12T14:41:26+00:00March 9th, 2020|News|

Divorce. Don’t lose out financially.

First of all, do you really want a divorce? Have you looked at the reasons why you are unhappy in your relationship? Have all the avenues such as marriage counselling, marriage coaching, psychotherapy or separation been explored. If you feel that there is no going back, you will need to consider the following. Take professional [...]

2020-02-10T11:42:05+00:00February 24th, 2020|News|

Retirement plan needed for all business owners

A survey conducted by Aldermore Bank showed that almost three-quarters of business owners expect to be working past the age of sixty-five. This, however, is not out of choice. Two-thirds said that they would have preferred to have been enjoying their retirement by then. The key reason given is that they are looking to enjoy [...]

2020-01-30T16:33:36+00:00February 13th, 2020|News|

Divorce. Why do you need to be aware of your finances?

It is only natural that after being with someone for a while that your finances become entwined. You will be surprised by how many financial products and agreements you will share with your ex-partner. These agreements may be in the form of a mortgage, credit card, car loan or even everyday utility bills. You need [...]

2020-02-19T15:50:38+00:00February 6th, 2020|News|

Finding ‘The One’ in later life may prove expensive?

Getting remarried in later life can impact your financial plans. By contrast, younger people are now less likely to marry, while marriage rates for men over the age of 60 and women over the age of 50 are increasing. These figures show that people are also choosing to cohabit either as a forerunner to marriage [...]

2020-01-21T12:41:25+00:00January 21st, 2020|News|

“How do I get a divorce?” Don’t google it.

By Rachel Efetha, Chartered Financial Planning with Anstee & Co. Happy New Year!  Not so happy for some…  January is traditionally the month I write about divorce, given that Google is reporting a 230% increase on last month on ‘ how do I get a divorce ’.  Obviously, it’s important for divorcing couples to get [...]

2020-01-22T17:45:49+00:00January 20th, 2020|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. Below are this years Christmas and New Year opening times.   December 2019. Monday 23rd: Open. Tuesday 24th:  9 am -12 noon. Wednesday 25th:  Closed. Thursday 26th: Closed. Friday 27th: Closed. Saturday 28th: Closed. Sunday 29th: Closed. Monday 30th: [...]

2019-12-17T16:33:11+00:00December 18th, 2019|News|

Retirement income. What choices do you have?

If you are in your fifties or early sixties now is a good time to start thinking about what your retirement income might look like. With our busy lives, it is always easy to put these reviews off as you may feel that retirement is still a long way off and there is little you [...]

2019-11-06T16:29:24+00:00December 16th, 2019|News|