Divorce – what about your finances? I can help.

By Tracey Foster, a Financial Designer at Anstee & Co. Divorce can be an extremely stressful time for individuals – I have witnessed how physically and emotionally draining the whole process can be. Is it any wonder when there are so many things to consider, some areas of the financial arrangements can be overlooked or [...]

2019-05-10T16:38:51+00:00 May 13th, 2019|News|

Should you cash in investments before Brexit?

By Anna-Louise Dearden, Editor of Muddy Stilettos, Northamptonshire. Whether it's a short or long term financial goal, saving is often a key part, but do we need to think about our cash before Brexit? Yep, Brexit. Yawn. We're all tired of hearing of it but, with the "big day" looming, there are still some personal [...]

2019-04-25T12:19:33+00:00 April 2nd, 2019|News|

Divorce: Why you need a Financial Adviser to help you?

By Rachel Efetha, Chartered Financial Planner. Anyone of a certain age will never forget that Christmas Day in 1986 where Den handed Angie divorce papers.  For a bit of nostalgia, you can watch it here. 13 years later, in 2018, 13 people filed online for a divorce on Christmas Day itself.  Then, the many people [...]

2019-02-20T10:13:37+00:00 March 11th, 2019|News|

Personal Finance Society Annual Symposium

By Rachel Efetha, Chartered Financial Planner. At the end of November, four members of the team attended the National Financial Planning Symposium in North Greenwich. Symposium /sɪmˈpəʊzɪəm/ Noun A conference or meeting to discuss a particular subject A drinking party or convivial discussion, especially as held in ancient Greece after a banquet (and notable as [...]

2018-12-18T10:14:06+00:00 December 3rd, 2018|News|

Are you nearing retirement?

Putting a retirement plan in place. If you’re in your late fifties/early sixties and starting to think about retirement, there’s certainly a lot to think about! The important thing is to first get an idea of what level of income you’ll need in retirement so that you can comfortably enjoy your well-deserved leisure time. It’s [...]

2018-11-12T15:51:06+00:00 November 19th, 2018|News|

Husband and Wife Owner Managed Businesses

By Rachel Efetha, Chartered Financial Planner. Yesterday I visited two sets of completely unrelated new clients who are both in a very similar position. Both the husbands are tradesmen and both the wives run the office for them under a limited company. Both got in touch as their businesses were ticking along nicely and they [...]

2018-10-01T12:00:37+00:00 September 27th, 2018|News|

Recent retirement case study. Financial planning.

My colleagues are often asked, "…so what do you actually do as a financial planner”? Below is a recent retirement case study which I hope will demonstrate the work and value that an independent financial planner provides. Retirement case study. New clients contacted us regarding his pensions. They were very concerned about their interest-only mortgage, [...]

2018-11-20T09:57:54+00:00 September 17th, 2018|News|

Congratulations to Sam.

Congratulations to Sam Williams on passing another of his professional exams. The Chartered Insurance Institute (CII) Pension exam (RO4).  Sam has one more exam to pass before completing “The Diploma in Regulated Financial Planning. Caroline Anstee, Managing Director of Anstee & Co said- "This is a great achievement. Sam has worked hard in completing and [...]

2018-08-03T14:57:26+00:00 August 3rd, 2018|News|

Lasting power of attorney. Do you need one?

A lasting power of attorney should be seen as part of your financial planning in the later years of your life. A will enables you to set out your plans after death but a lasting power of attorney (LPA) will ensure that your wishes are carried out during your lifetime. What is a lasting power [...]

2018-07-23T16:25:07+00:00 August 2nd, 2018|News|

What do you know about your parent’s finances? Part three.

This is the third in a series of articles about the difficult questions you need to be asking your elderly parents. In the first article, we looked at the importance of ensuring that there is a financial plan in place and the need to have a record of your parent's assets. In the second we [...]

2018-07-06T11:11:17+00:00 July 19th, 2018|News|