Woman of the Year retirement Planning logoCongratulations to Rachel Efetha who has won “Woman of the Year – Retirement Planning” at the Women in Financial Advice Awards.

Now in their fifth year, the awards are designed to celebrate the achievements of women working within the financial advice community and also the broader financial services sector in the United Kingdom.

Jenna Brown, deputy editor of Professional Adviser Magazine who organised the awards said-

“These awards are not about men versus women or whether a particular gender is more suited to a career or role in financial services – they are simply about celebrating and recognising the achievements of women in a sector where they continue to be under-represented.”

Woman of the Year - Retirement Planning Rachel EfethaRachel was invited to submit a detailed application where she spoke about her resilience and tenacity in both her personal and professional life, the job satisfaction she gets from helping people build a better life beyond work and being a Mentor and Education Champion for the Personal Finance Society.

Caroline Anstee, Managing Director of Anstee & Co. said-

“We are all very proud of you for winning this prestigious national award. It’s a reflection of how you focus on your client’s needs and still manage to make time for mentoring and being an Education Champion. Congratulations and well deserved.”

Rachel also had to submit client testimonials and a case study and was shortlisted as a finalist in May in the Retirement Planning category and also the “Financial Adviser of the Year – Midlands & East Anglia” category.

How Rachel can help you with your Retirement Planning.

We are a firm of Independent Financial Advisers (IFA’s). This means that the financial advice we offer is unbiased. Our experience covers all aspects of financial planning including, Investments, Pension, Estate Planning and Mortgages. To find out how Rachel and the team can help you, why not contact us today? The initial “getting to know you” meeting is at our expense. Rachel would love to have a chat over a coffee or tea.

call back logo for Woman of the Year Retirement PlanningOur offices are located at-

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

Additionally, our financial advisers live and make use of meeting rooms  in-

  • Bedford
  • Market Harborough
  • Wellingborough
  • Northampton

We make full use of video conferencing facilities such as-

  • Zoom
  • Microsoft Teams
  • Skype
  • Facetime

Also, we can arrange a conference telephone call. The choice is yours. There is no need to visit an office as all work can be handled remotely.

So, if you have any thoughts or comments on this article, “Woman of the Year- Retirement Planning winner”, then we would love to hear from you.

Financial Conduct AuthorityFinally, the information contained in this article is for information purposes only and does not constitute financial advice. Anstee & Co. is authorised and regulated by the Financial Conduct Authority (FCA).