Logo for Top 100 Financial Advice firmIt’s official! Anstee & Co has appeared in the list of the Top 100 Financial Advice firms in the UK, being one of just 16 firms from the Midlands. The list is compiled annually by New Model Adviser, a leading industry publication.

The awards panel acknowledged the smooth transition from face to face meetings to video conferencing such as Zoom. They were impressed that Zoom was also used to host a murder mystery night to raise funds for the Cystic Fibrosis Trust charity. The panel also commented on the excellent case study submitted. It highlighted the power of “cashflow planning”, which the company used to help to allay the fears of the client who had recently been made redundant from a well-paid job.

Caroline Anstee, Managing Director of Anstee & Co said-

“This is quite some achievement to have made this year’s list in these challenging times.  Of course, It could not have happened without all the hard work and dedication that has been put in by the team.  When the company was formed, we invested heavily in technology to create a paperless office. This use of this technology has meant that staff have been able to continue working safely from home. Our ability to continue operating with little disruption during the pandemic has been key in providing our clients with a quality service, that has now been acknowledged by this award.”

How were the Top 100 Financial Advice firms ranked?

PFS logo for help with Financial AdviceFirstly, the survey was independently assessed and approved by AKG. This year’s criteria looked at: –

  • Well-qualified staff
  • Robust investment propositions
  • Use of technology
  • Willingness to share best practices
  • Client education
  • Recruitment
  • Contribution to professional standards

Will Robins, Editor of New Model Adviser, said-

“While not immune to the effects of lockdown, the pandemic was not an obsession for the firms entering this year. Firms have clearly responded to it by strengthening capital reserves, getting on the front foot with helping vulnerable clients and upgrading their technology, but it has not consumed the entrants. So, I wonder if other professions could say the same?”

This year’s awards are sponsored by T. Rowe Price, the investment company whose aim is to help clients around the world achieve their long-term investment goals.

How Anstee & Co can help you secure your financial future.

We are a firm of Independent Financial Advisers (IFA’s). This means that the financial advice we provide is unbiased. So, we will look at all the financial solutions that are available to you from the “whole of market”.

Why not arrange a meeting today to see how we can help you. The initial “getting to know you” meeting is at our cost and is without obligation.

phone to find out a Top 100 financial Advice firmDue to the present government guidelines regarding COVID-19 (coronavirus) and social distancing we are making full use of video conferencing facilities such as: –

  • Zoom
  • Microsoft Teams
  • Skype
  • Facetime

We can also arrange conference telephone calls. There is no need to visit an office as all work can be handled remotely. Meetings can be arranged at a time and in a way that is convenient for you.

Our offices are located at: –

  • Kettering, Northamptonshire
  • Stamford, Lincolnshire
  • Towcester, Northamptonshire
  • London, Greater London

Also, our financial planners live and work from Northampton, Bedford, Thrapston and Wellingborough.

Finally, if you have any view or comments about this article, “Voted a “Top 100″ Financial Advice firm.”, then we would love to hear your thoughts.