It’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 that Anstee & Co reaped the rewards of being small and nimble over the past 18 months, adapting quickly to changing working practices. Staff have been handed laptops and Zoom subscriptions, and the firm has upgraded its Smart Search, anti-money laundering offering. Technology is also helping it to become more sustainable, with videoconferencing playing an important role.
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 had the flexibility of being able to work from home as well as being able to come into the offices. This flexible working patten 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?
Firstly, the survey was independently assessed and approved by AKG. This year’s methodology looked at: –
- Well-qualified staff
- Robust investment propositions
- Use of technology
- Willingness to share best practices
- Client education
- Contribution to professional standards
They also include questions tailored to national firms. A weighting system was used to make sure the largest and smallest firms were compared fairly. For example, they considered the additional resources nationals have to recruit and train advisers.
Will Robins, Editor of New Model Adviser, said-
“There seems to be more community involvement and charity work than ever. New model advice firms are establishing themselves as a positive presence in their communities and have thrown themselves into this role with a renewed energy following the pandemic.”
How Anstee & Co can help you secure your financial future.
We are Independent Financial Advisers (IFA’s). This means that we offer unbiased financial advice. We look at all the financial planning options available to you from the “whole of market”. Our team will be able to help you draw up a financial plan that is right for you. Also, our experience covers all aspects of Financial Planning, including, Investments, Pensions, Estate Planning and Mortgages.
- Kettering, Northamptonshire
- Stamford, Lincolnshire
- Towcester, Northamptonshire
- London, Central London
Additionally, our financial planners live and make use of meeting rooms in-
- Bedford, Bedfordshire
- Market Harborough, Leicestershire
- Northampton, Thrapston and Wellingborough in Northamptonshire.
We would welcome the opportunity to have a coffee with you and discuss how we can provide the advice and help you require. The initial “getting to know you” meeting is at our expense and is without obligation. So, why not contact us today.
If you would prefer, meetings can also be arranged, making use of video conferencing facilities such as-
- Microsoft Teams
There is no need to visit an office as all work can be handled remotely. Also, all meetings can be arranged at a time and in a way that is convenient for you.
Finally, if you have any views or comments about this article, “Voted a “Top 100″ Financial Advice firm.”, then we would love to hear your thoughts.