financial planning top 100For the second year running Anstee & Co have been listed in the “New Model Advisers” Top 100 firms for 2018. This a prestigious national financial industry award. The list highlights the best independent financial planners in the UK.

The judges commented on Anstee & Co.’s expansion into Birmingham with a new office. Additionally, they liked the work undertaken with social media company Green Umbrella to support the launch of the new office, using strategies such as Facebook adverts. Comments were also made about the newsletter from a quarterly print newsletter to a monthly digital version, and the start for a new financial planning YouTube channel.

Caroline Anstee, Managing Director of Anstee & Co said-

“The focus of our marketing strategy is really to get over to clients that we do more than sell products. We literally do change people’s lives. Using client stories is a powerful way of getting over the message through social media and our website.”

In previous years finalist were assessed on the following criteria-

  • Transparency of fees
  • Gaining professional qualifications
  • Promoting financial planning

To raise the bar for this year’s awards the following areas were also assessed.

  • Strategy for growth
  • Succession planning
  • Ethical investment preferences
  • Sharing professional best practices
  • Holding roles within professional bodies
  • Client education
  • High level of qualification among staff

Will Robins, Editor of New Model Adviser said

“Congratulations to all the firms who made this list. The list is a chance to showcase the activities we think deserve praise. By and large, we are looking at the snapshot of the past 12 months of a firm’s lifespan. But by the same token, projects that are only just bearing fruit after months and years of work will have also paid off. I think it is fair to say firms that have established a successful approach and positive culture over the long term have made regular appearances on this list.”

New Model Adviser is part of the City Wire Group of publications.

How Anstee & Co. can help you with financial planning.

We are a firm of Independent financial advisers. This means that the financial planning advice we give you is unbiased. We look all the options available from all providers to help you reach your financial objectives.

financial planningWe have offices located in-

  • Kettering, Northamptonshire
  • Stamford, Lincolnshire
  • Birmingham, West Midlands
  • London, Central London

Additionally, our independent financial planners also live and make use of meeting rooms in-

  • Northampton
  • Bedford
  • Droitwich
  • Towcester
  • Wellingborough

Why not contact us today to see how we can help you with your financial planning. The first meeting is free and without obligation.