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 [...]

2019-06-20T16:33:51+00:00 June 13th, 2019|News|

Lasting Power of Attorney. A surge in popularity.

More and more people are looking for the protection given by a Lasting Power of Attorney. As the United Kingdom population gets older and the fear of family disputes increases, it has led to a rise in people handing over their financial affairs to friends or family members in case they should fall ill. Figures [...]

2019-05-17T11:57:09+00:00 June 3rd, 2019|News|

Lasting Power of Attorney: Will it give you peace of mind?

In this article, we will look at what a Lasting Power of Attorney is, what it does and why you should be considering drawing one up. So what is a Lasting Power of Attorney? A Lasting Power of Attorney (LPA), are legal documents that can be used to help you safeguard your financial future. A [...]

2019-03-20T15:37:49+00:00 March 28th, 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 [...]

2019-05-10T16:26:41+00:00 March 25th, 2019|Community, 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 [...]

2019-05-10T16:29:41+00:00 March 21st, 2019|Community, News|

Residence Nil Rate Band. What is it?

Residence Nil Rate Band (RNRB) is an allowance for people who pass on their property to their children, grandchildren or using the legal term “lineal descendants”. It’s an allowance that can be used to reduce your Inheritance Tax (IHT) burden. At the moment the RNRB allowance stands at £125,000 per person increasing by £25,000 each [...]

2019-02-18T13:07:08+00:00 March 4th, 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|

Equity release continues to grow in popularity.

Over the last year, we have seen the equity release market continue to grow. Furthermore, market commentators now estimate that lending has reached over £4 billion.  So why the continual growth? Product Innovation. Many feel that the growth in equity release has been driven by lender innovation.  Across the whole of the later life lending [...]

2019-02-01T17:20:01+00:00 February 14th, 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|

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|