Wishing you a Merry Christmas and a prosperous New Year.

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. Below are this years Christmas and New Years opening times.   December 2021. Friday 24th: 9.00 am to 12.00 pm Saturday25th: Closed Sunday 26th: Closed Monday 27th: Closed Tuesday 28th: Closed Wednesday 29th: 9.00 am to 3.30 pm [...]

Women in Investment Awards – Wealth Manager of the Year

Congratulations to Rachel Efetha, Chartered Financial Planner, who has been announced as one of eight finalists in the category of Wealth Manager of the Year! The awards aim to celebrate and recognise the achievements of women in investment and are vital in helping accelerate the pace of change towards a more diverse and inclusive investment [...]

Exam success! Congratulations to Andie Derry.

Congratulations to Andie Derry, part of the client support team based at the Kettering office of Anstee & Co. Andie has recently completed and passed the Chartered Insurance Institute (CII) RO1 Financial Services, Regulations and Ethics exam. The RO1 exam tested her knowledge of – Role of financial services EU & UK Regulation and responsibilities [...]

Understand the value of your pension in a divorce.

We understand that relationship breakdowns can be emotionally tough and financially expensive, so try and avoid these mistakes. You mustn't underestimate the value of your pension in a divorce settlement. Understand the value of your pensions in a divorce. The valuation of a pension in divorce is never straightforward. Some pensions include guaranteed levels of [...]

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