Congratulations: Exam pass for Andie Derry

Congratulations to Andie Derry, part of the client support team at our Kettering Office. Andie has passed unit 318, Principles of Business Communication. This unit counts towards the completion of a City and Guilds Level 3 Diploma for Business Administrator (3473) qualification. The qualifications aim is to develop Andie knowledge, understanding and skills across a [...]

2019-02-21T10:36:36+00:00 February 21st, 2019|News|

Samantha Clarke joins the Kettering Office.

Welcome to new team member Samantha Clarke who has joined the company as Senior Paraplanner. Samantha has been working in the financial services industry for a number of years and has joined us after recently relocating from Eastbourne. Her financial services career started when she was 16, working as a motor insurance clerk alongside her [...]

2019-02-07T16:56:19+00:00 February 11th, 2019|News|

Monika introduces “Baby Liam” to the team.

Monika with baby Liam. Paraplanner Monika Trow, who is presently on maternity leave, recently came into the Kettering Head Office to introduce baby Liam to the team. Liam came into the world on the morning of Monday 31st December 2018 weighing a healthy 8lb 6oz. This is Monika’s and her husband Adrian’s second and a [...]

2019-02-04T10:46:44+00:00 February 4th, 2019|News|

Equity Release. Why it’s not the last resort option.

Despite the popularity of equity release many people still feel that it is the option of last resort. Some will have look at equity release in the early days when the industry was not strictly regulated and policed.  They may have looked at it when interest rates were at a very high level. Some feel [...]

2019-01-07T11:59:44+00:00 January 7th, 2019|News|

Secret Santa goes to the Daylight Centre.

Secret Santa goes to the Daylight Centre in Wellingborough, Northamptonshire. No office "Secret Santa" this year. Instead, it was agreed that we would all help the homeless at the Daylight centre in Wellingborough. This is all part of our community programme The money that we would have spent on often funny ( some would say), [...]

2018-12-17T09:31:29+00:00 December 17th, 2018|News|

Equity release. How could it work for you?

As a homeowner, you will be aware of the increasing value of your home. Like many other people, you may find that your property is now worth much more than the amount you originally paid. How can you release this equity? Equity release allows you to unlock money from your home. This could be in [...]

2019-01-23T15:54:06+00:00 December 13th, 2018|News|

Exam success for Sam Williams.

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. [...]

2018-11-30T12:22:40+00:00 November 29th, 2018|News|

Presentation to Cransley Hospice.

Cheque presentation to Mary Hollands from Cransley Hospice Trust by Caroline Anstee, Managing Director of Anstee & Co. The cheque for £3,217.37 was raised at our Charity Golf Day. This year’s competition was held at Wellingborough Golf Club, Northamptonshire and attracted 21 teams. It was through the generosity of the players and sponsor’s that so [...]

2018-10-25T17:07:48+00:00 October 25th, 2018|News|

Charity Lunch. Save the date: Friday 9th November 2018.

Why not join us at this charity lunch. This charity event will be held at Kettering Park Hotel on Friday 9th November 2018. Starting at 11.00 am and finishing around 3.00 pm. This will be a great event to bring friends, colleagues or clients to. The lunch will start with the opportunity to network over [...]

2018-09-01T12:24:21+00:00 September 3rd, 2018|News|

More exam success for Megan.

More exam success for Megan. Congratulations to Megan Leach for her continued success in passing more exams. This is on the back of recently passing Employee Rights and Regulation (ERR) module as part of the level 3 Business Administration qualification. Megan studies through a half-day release at "Starting Off" in Kettering, who help with Megan's [...]

2018-08-23T15:54:15+00:00 August 30th, 2018|News|