It’s official! Anstee & Co has appeared in the list of the Top 100 Financial Advice firms in the UK, being one of just 16 firms from the Midlands. The list is compiled annually by New Model Adviser, a leading industry publication. The awards panel acknowledged that Anstee & Co reaped the rewards of being [...]
It is a warm welcome to Christine Mansfield who has joined the team at our Head Office in Kettering. She will be undertaking the role of “Financial Design Support”, working closely with the Financial Planners and their client’s. Christine has over twenty years of experience in financial services. Christine Mansfield, Client Support, said on joining [...]
Andie Derry, from our Kettering client support team, has recently passed her Chartered Insurance Institute (CII) exam RO2. The R02 exam involves learning about investment principles and risks. This included the characteristics, risks, behaviours and tax considerations of cash investments, fixed interest securities, property, equities, and indirect investments. Andie also learnt about the time value [...]
It is a warm welcome to Amelia Stafford who has joined the team at our Head Office in Kettering. She is undertaking the role of “Client Support”, working closely with the Financial Planners and their client’s. Since leaving Kingsthorpe College, Amelia now has over three years experience of working, mainly in financial services. She has [...]
It is a big welcome to Tegan Gladman who has recently joined us at the Kettering Office. She will be undertaking the role of Financial Designer Support to assist Caroline with the servicing of her clients. Tegan holds the Diploma in Regulated Financial Planning and is currently studying towards Chartered status. Caroline Anstee, Managing Director [...]
By Rachel Efetha, Chartered Financial Planner at Anstee & Co. We are nearly at the end of Stress Awareness Month. So, what have you been getting stressed about? The NHS website lists the four main causes of stress as: Work – pressure, unemployment, retirement Family – relationship difficulties, divorce or caring for someone. Financial Problems [...]
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 [...]
By Rachel Efetha, Chartered Financial Planning with Anstee & Co. Happy New Year! Not so happy for some… January is traditionally the month I write about divorce, given that Google is reporting a 230% increase on last month on ‘ how do I get a divorce ’. Obviously, it’s important for divorcing couples to get [...]
More and more people over the age of fifty-five, are using their home as a cash machine as interest rates continue to fall on Equity Release plans. The rates have tumbled from around 8% four years ago, to fixed rates below 3% today. How can you turn your home into a cash machine? According [...]
Originally equity release was designed for older people who wanted to increase their income in retirement by releasing some of the equity tied up in their homes without downsizing. The equity release market is very competitive with lenders bringing out more initiative products that can offer more flexibility than before. These new products still offer [...]
