Discretionary Fund Managers. What is the winning formula?

City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]

2019-01-11T15:54:22+00:00 January 14th, 2019|News|

Retirement. What you need to do before you retire.

If you are dreaming of retirement, spending some time getting your financial affairs in order is a good idea. This will help you to realise if you can afford to retire with a standard of living that you are used to or if making a few financial sacrifices will help you achieve your end goal. [...]

2018-04-30T18:12:50+00:00 May 10th, 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|

Monika Trow joins the Kettering Office.

It is a warm welcome to Monika Trow who has joined the team at Anstee & Co. Monica will be based at our Kettering office as part of the Investment and Pension team. Her role as a paraplanner will see her write and research technical reports supporting our team of independent financial advisers (IFA). Monika [...]

2018-02-21T15:50:18+00:00 January 29th, 2018|News|

Long-Term Care funding dilemma needs financial planning.

Many care home chains are in trouble. The demand for places for Long-Term care is increasing due to us living longer. However, funding to cover the care home, which is mainly paid for by Local Authorities is under pressure. Many Local Authorities resources are limited. This is leading to them demanding places at below their cost [...]

2018-02-21T15:50:20+00:00 January 18th, 2018|News|

Pension regulation changes and how they affect you?

By Tracey Foster, Independent Financial Adviser. Following the launch of our Birmingham office in October 2017, we are looking forward to 2018 and are delighted to be part of the Colmore Business District. These are exciting times for us as a business and at a time in the financial services industry when sound advice has [...]

2018-02-21T15:50:21+00:00 January 15th, 2018|News|

Should you transfer your final salary pension?

Recent figures show that nearly a quarter of a million people have moved their final-salary pension fund. The industry name for this type of fund is defined-benefits (DB). Many experts are warning that the trend is a time bomb because people risk poverty in later life. So far over £50 billion has been removed from financial [...]

2018-02-21T15:50:29+00:00 November 20th, 2017|News|

Retirement. Getting the best from retiring.

Moving into retirement can be the most exciting time of your life. It can also be daunting if you do not plan. Here are a few tips to help you plan to make the most of your pension finances. State pension. How much will you receive in retirement? Your state pension is based on your [...]

2018-08-22T16:40:34+00:00 November 16th, 2017|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|

Market view from Seven Investment Management.

By Rhea Grant of Seven Investment Management. For 7IM, the last few months have been all about treading carefully. Markets have been at record highs yet all doesn’t seem right. Brexit, amongst other things, is still one of the most uncertain events ever. Provided you’re on course to achieve your expected returns, there doesn’t seem [...]

2018-02-21T15:50:45+00:00 September 26th, 2017|Market|