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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
New Birmingham Office opened. Our new office is located at 2, Snow Hill, Birmingham B4 6GA. The office is situated in the heart of Birmingham’s business district and is part of the Colmore Business District. Tracey Foster, an independent financial adviser (IFA), is heading up the team at this new office. She has work in [...]
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 [...]
BT lines down in our area. BT lines down in the Kettering area. Calls have been diverted via a mobile line. Apologies if our Kettering phone rings engaged. You can still contact us via email at- enquiries@ansteeco.co.uk We will let you know when the BT lines are up and working again. Contact down through BT line at [...]
New research from our friends at LV= finds those approaching the minimum retirement age of 55 are spending worryingly little time thinking about their retirement options. As a result, they have a poor understanding of their financial situation. They will often fall short of what they want to live off. Given the lack of time [...]
The end of the tax year is coming up fast. Now is a great time to make sure you are making the most of investing in your pension plan. Many people use this time to make sure that they “lock-in” the current financial year’s tax breaks before the door closes. Your plan’s flexibility and freedom. [...]
