By Rachel Efetha, Chartered Financial Planner. At this time of year when we vow to finally lose those extra pounds, drink less, exercise more, give up smoking, isn’t it important to review your finances? As a Chartered Financial Planner, many clients I meet have no financial plan in place so here are a few [...]
Mortgage adviser, Amanda Halleybone had a surprise delivery of a bouquet of flowers to her office. The flowers were from a client as a “Thank You” for all the work undertaken by Amanda in securing the best mortgage deal for them. Amanda is an independent adviser working out of the offices of Jackie Oliver and Company, [...]
Congratulations to Tracey Foster on passing her exam. Tracey, who heads up our Birmingham office based in Snow Hill Queensway, Birmingham, recently passed the Chartered Insurance Institute (CII) Pension planning (AF3) exam. This is one of the units in the Advanced Diploma in Financial Planning. The objective of this exam is to develop in-depth financial planning skills [...]
The pros and cons of possible transfers. The introduction of pension freedoms in 2015 has given you much more choice over what can be done with your pension. However, this freedom only applies to Defined Contribution (DC) schemes, not Defined Benefit (Final Salary) schemes. For this reason, some savers in Defined Benefit (DB) schemes are [...]
Recent figures show that nearly a quarter of a million people have moved their final-salary pension fund. The industry name for this type of fund is defined-benefits (DB). Many experts are warning that the trend is a time bomb because people risk poverty in later life. So far over £50 billion has been removed from financial [...]
Welcome to Tracy Walsh who has joined the support team at our Kettering office. Tracy will form part of the expanding Pensions and Investment team. Her role will be to provide administrative support to our independent financial advisers. Also, she will liaise with our providers and clients. Tracy has over ten years’ experience in various [...]
We are proud to have appeared in the New Model Adviser, Top 100, financial planning firms, 2017 listing. The award featured the following review about Anstee & Co: Energetic managing director Caroline Anstee has been in financial services for more than 40 years. Having started her own Kettering-based business only five years ago, she has [...]
Executors are feeling more confident in administrating a will themselves. Below are some of the key duties that you need to undertake if you decided that doing it yourself is for you. Your role as an executor of the will. Register the death. Register the death at a local register office. You'll need the lasted copy [...]
Figures from the Equity Release Council (ERC) show the total value of equity release lending continues to grow. From 2015 to 2016 there has been a 77% rise in the amount borrowed. The most recent figures show that the average amount borrowed has now increased to £70,000. Although equity release can be right for some, [...]
People generally plan for the short term. We tend to concentrate on generating wealth and accumulating assets such as property or shares to protect our families. Both now and in retirement. However, what happens after we die? Arranging funeral expenses may be the only action we take. By doing this we are helping to build [...]
