By Carl Stephenson, Chartered Financial Planner based in Stamford, Lincolnshire. For anyone with children, or maybe the inner child in you, I am sure you know that the key premise of the Marvel ‘Avengers Assemble’ movie being the bringing together of a team of superheroes, each with a unique set of skills and expertise. The [...]
Recent figures released by the government show that over 300,000 home have been brought with the help of initiatives. This may have been with help through the equity loan scheme, shared ownership or the Help to Buy ISA. What is Help to Buy? The Help to Buy, equity loan scheme, allows buyers to borrow a [...]
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 [...]
This is the second year that the event has run. The event is focused towards women who are Heart-Centred, Purpose-Driven, Business & Professional Women who have a deep desire to unlock their true potential and achieve what really matters to them. The aim is to make 2018 their “Best Year” yet! This year’s guest speakers [...]
The government has recently announced changes to auto-enrolment pensions. These pensions are also referred to as workplace pensions. One of the key changes is the age at which people will be auto-enrolled into a workplace pension. Presently the joining age is 22 but the plan is that this will be lowered to 18. The proposal [...]
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 [...]
By Rachel Efetha, Chartered Financial Planner. At this time of year when we vow to finally lose those extra pounds, drink less, exercise more, give up smoking, isn’t it important to review your finances? As a Chartered Financial Planner, many clients I meet have no financial plan in place so here are a few [...]
Mortgage adviser, Amanda Halleybone had a surprise delivery of a bouquet of flowers to her office. The flowers were from a client as a “Thank You” for all the work undertaken by Amanda in securing the best mortgage deal for them. Amanda is an independent adviser working out of the offices of Jackie Oliver and Company, [...]
The office is open during the following times over the Christmas holidays. Friday 22nd December: 9.00 am to 5.00 pm Saturday 23rd December: Closed Sunday 24th December: Closed Monday 25th December: Closed Tuesday 26th December: Closed Wednesday 27th December: 9.00 am to 3.30 pm Thursday 28th December: 9.00 am to 3.30 pm Friday 29th December: [...]
Congratulations to Tracey Foster on passing her exam. Tracey, who heads up our Birmingham office based in Snow Hill Queensway, Birmingham, recently passed the Chartered Insurance Institute (CII) Pension planning (AF3) exam. This is one of the units in the Advanced Diploma in Financial Planning. The objective of this exam is to develop in-depth financial planning skills [...]
