Anstee & Co

Independent Financial Adviser  Anstee & Co, Stamford, Lincolnshire, PE9 1PG
First meeting at adviser's own cost
For cutting-edge financial design coupled with friendly, professional and efficient service, call Anstee & Co.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
William Fountain
Independent Financial Adviser

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

Accreditations
Certified Financial Planner
Cathy Blake
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Certified Financial Planner
Darren Amos
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

Accreditations
Certified Financial Planner
Caroline Anstee
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Certified Financial Planner
Rachel Efetha
Independent Financial Adviser

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

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
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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