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|

Personal Finance Society Annual Symposium

By Rachel Efetha, Chartered Financial Planner. At the end of November, four members of the team attended the National Financial Planning Symposium in North Greenwich. Symposium /sɪmˈpəʊzɪəm/ Noun A conference or meeting to discuss a particular subject A drinking party or convivial discussion, especially as held in ancient Greece after a banquet (and notable as [...]

2018-12-18T10:14:06+00:00 December 3rd, 2018|News|

Congratulations to Sam.

Congratulations to Sam Williams on passing another of his professional exams. The Chartered Insurance Institute (CII) Pension exam (RO4).  Sam has one more exam to pass before completing “The Diploma in Regulated Financial Planning. Caroline Anstee, Managing Director of Anstee & Co said- "This is a great achievement. Sam has worked hard in completing and [...]

2018-08-03T14:57:26+00:00 August 3rd, 2018|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 [...]

2018-04-05T14:17:45+00:00 April 9th, 2018|News|

Dementia Friends. Training for your staff.

Training for you and your staff. A Dementia Friend is someone who learns a little about what it is like to live with dementia and then turns that understanding into action, for instance, signing up to the Alzheimer’s Society’s campaigns to improve the lives of people with dementia or being more patient when out in [...]

2019-05-10T15:32:12+00:00 April 6th, 2018|Community, News|

Money Marketing Profile: How Anstee & Co’s boss is fighting for financial education.

Anstee & Co managing director Caroline Anstee on how financial education can solve the industry’s problems By Amanda Newman Smith 29th September 2017 12:29 pm from Money Marketing. Anstee & Co managing director Caroline Anstee Entering one crossword answer can often help you with those that are linked to it. You may not be able [...]

2018-02-21T15:50:44+00:00 October 2nd, 2017|News|

Pension tax allowances,options to maximise.

The best place for independent financial pension advice is from our advisers, but here are the key areas for consideration: Make full use of your annual tax-free pension allowance of normally £40,000. Use any unused annual pension allowances available to carry forward from previous tax years. Make sure you’re getting tax relief at the appropriate [...]

2018-02-21T15:51:50+00:00 February 16th, 2017|News|