By Rachel Efetha, Chartered Financial Planner with Anstee & Co. If you have taken out a Life Assurance, Critical Illness or Income Protection insurance policy within the last few years, the chances are that you have got some added extras in there, which may be worth exploring. Many policies allow access to a 24-hour [...]
You may be one of the millions of people in the United Kingdom who have critical illness cover. This vital protection was often taken out when you took out your first mortgage or renewed it. A good mortgage broker will renew your policies for you to ensure that they still provide the level of [...]
Congratulations to Andie Derry, part of the client support team based at the Kettering office of Anstee & Co. Andie has recently completed and passed the Chartered Insurance Institute (CII) RO1 Financial Services, Regulations and Ethics exam. The RO1 exam tested her knowledge of – Role of financial services EU & UK Regulation and responsibilities [...]
For clients paying private school fees, it looks very possible that your child or children will not be returning to school before the end of the Summer Term in July. This begs the question will parents have to pay school fees for the Summer term which are normally due at the end of April? The [...]
Congratulation to Sam William who passed his final exam. Sam completed and passed the RO6 Financial Planning exam. The three-hour assessment involved answering in writing two practical case studies in exam conditions. The exam is set by the Chartered Insurance Institute (CII). It has been developed to help financial advisers develop and demonstrate their financial planning capabilities. [...]
The Personal Financial Society’s London National Financial Planning Symposium. This year’s Personal Financial Society (PFS) symposium will be attended by Caroline Anstee, Julia Peach, Rachel Efetha and Peter Anstee from Anstee & Co., together with over one hundred other members today. This is a key financial planning event. The article below from the PFS provides [...]
