Success forces relocation of our Stamford Office.

Welcome to your  new Stamford  Office Due to the ongoing success of the Stamford Office, we are moving to new premises within the town. We are have outgrown The Grey House Office on Broad Street and will now be operating from Orion House, Barn Hill still in the town centre. The office phone number remains unchanged. [...]

2018-11-15T15:47:35+00:00 November 26th, 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|

Business owners expect to work well into retirement.

A recent survey conducted by Aldermore Bank showed that almost three-quarters of business owners expect to be working past the age of sixty-five. This, however, is not out of choice. Two-thirds said that they would have preferred to have been enjoying their retirement by then. They are looking to enjoy their life while they were [...]

2018-04-03T12:03:07+00:00 April 2nd, 2018|News|

Time for Financial Advisers and the Legal Profession to ‘Assemble’

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 [...]

2018-02-21T15:50:14+00:00 February 13th, 2018|News|

The New State Pension. How much will you receive?

By Rachel Efetha, Chartered Financial Adviser. You’ll be able to claim the new State Pension if you’re a man born on or after 6 April 1951 or a woman born on or after 6 April 1953. If you were born earlier than that, you’ll get your pension under the old rules. To qualify, you need to [...]

2018-02-21T15:50:23+00:00 December 18th, 2017|News|

Venture Capital Trusts and Enterprise Investment Schemes

Should they be included in your retirement portfolio? As retirement planning becomes increasingly more complicated, holding Venture Capital Trusts (VCT's) or  Enterprise Investment Schemes (EIS's) in your portfolio may prove beneficial. Venture Capital Trusts. VCTs are companies that are listed on the London Stock Exchange. They are run by a fund manager and aim to [...]

2018-08-21T16:07:56+00:00 December 5th, 2017|News|

Retirement. Planning to call in the builders?

A recent survey undertaken by Saga Home Insurance found that many United Kingdom residents, that had recently retired, were planning major home improvements. It’s natural that you would want to make improvements now that you will be spending more time in your home during your retirement. How long are you planning to stay put in retirement? [...]

2018-02-21T15:50:31+00:00 November 9th, 2017|News|

We have now opened a new office in Snow Hill, Birmingham.

New Birmingham Office opened. Our new office is located at 2, Snow Hill, Birmingham B4 6GA. The office is situated in the heart of the Birmingham’s business district and is part of the Colmore Business District. Tracey Foster, independent financial adviser (IFA), is heading up the team at this new office. She has work in [...]

2018-02-21T15:50:40+00:00 October 26th, 2017|News|

Tracey Foster heads up our new Birmingham Office

It's a warm welcome to Tracey Foster who is heading up our new office at 2,Snow Hill, Birmingham.  Caroline Anstee, Managing Director of Anstee & Co. said:  “Historically, as a company we have always had a strong working relationship with a number of professional introducers in the Birmingham area. We have been looking to open a [...]

2018-02-21T15:50:40+00:00 October 23rd, 2017|News|

Pension Freedoms. Six retirement options.

Increasing people's general knowledge around the Pension Freedoms rules has never been so important. This article is designed to give you a general feel of your pension options. It is important that you get professional independent advice before making any decisions The background to the pension changes. Back in 2015, the rules around pensions underwent a huge [...]

2018-02-21T15:51:29+00:00 June 21st, 2017|News|