Anstee & Co

Independent Financial Adviser Anstee & Co, The Grey House, 3 Broad Street, Stamford, Lincolnshire, PE9 1PG
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 2019
For cutting-edge financial design coupled with friendly, professional and efficient service, call Anstee & Co.
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Long term care
Meet our advisers
William Fountain
Independent Financial Adviser
Accreditations
Certified Financial Planner
Cathy Blake
Independent Financial Adviser
Accreditations
Certified Financial Planner
Darren Amos
Independent Financial Adviser
Accreditations
Certified Financial Planner
Caroline Anstee
Independent Financial Adviser
Accreditations
Certified Financial Planner
Rachel Efetha
Independent Financial Adviser
Accreditations
Chartered Financial Planner
What our clients say
“It has been a delight dealing with my adviser – she is approachable knowledgeable and professional – Thank you”.
Paula, Lincolnshire
I would recommend my adviser to anyone for his professionalism, humour and excellent communication skills. His support after my husband’s death was superb”.
Margaret, London
“We have come to expect excellent service from the company and adviser so our expectations were already very high – We were not disappointed”.
Keith, Northamptonshire
“Very easy process well explained and delivered”.
Victor, Lincolnshire
“It is dangerous to generalise but frequently, in the context of marriage breakdown, it is the wife who finds herself for the first time probably in many years having to cope with money. It is a strange, bewildering and often frightening landscape as the wife grapples to cope with decisions in relation to pension shares and investing a lump sum which will have to provide for her into her old age. I think a woman financial adviser steals a march over her male counterpart in terms of approachability. It is generally easier for the female client to admit that she is clueless over finances to another woman than it is to a man; their relationship is more likely to be to viewed by the woman as one of equals and hence a relationship of trust will be built more quickly. I think also because the client will more readily admit to her ignorance to another woman that it will result in the advise being tailored accordingly (I find women do not love jargon to the same extent that men do) and the client will have a greater understanding and be able to make truly informed decisions. There will always be exceptions but my experience is that women clients who are at a crisis point in their lives when financial advise has to be given find a woman IFA far less patronising and threatening than a man”
Jane, Lincolnshire
Where to find us

Anstee & Co, The Grey House, 3 Broad Street, Stamford, Lincolnshire, PE9 1PG

Make an enquiry
About us

Anstee & Co financial advisers aim is to build a trusting relationship designed to offer an exceptional personal service to help you secure your financial future.

We offers an exciting new concept in financial design, coupled with friendly, efficient service.

Meetings can be arranged at a time and location that is best for you.

Our services

Anstee & Co prides itself on offering an exciting new concept in financial design to help you plan for a secure financial future. You are very important to us and we always aim to build a trusting relationship so we can help create a plan to suit their specific needs.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 0 mi
A free initial consultation with a Chartered Wealth Manager who will help establish how we can best help you
 
Independent Financial Adviser 0.02 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.03 mi
 
 
Independent Financial Adviser 0.14 mi
We carefully consider your financial goals and aspirations and make relevant recommendations that are suitable.