Anstee & Co Limited

Independent Financial Adviser  Anstee & Co Ltd, Kettering, Northamptonshire, NN15 6FD
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.5/10
check
FCA authorised
Last authorised 26th October 2020
Meet our advisers
Caroline Anstee
Managing Director and Independent Financial Designer

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.

William Fountain Dip PFS
Independent Financial Designer

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.

Darren Amos DipPFS
Independent Financial Designer

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.

Cathy Blake
Independent Financial Designer

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.

Rachel Efetha
Independent Financial Designer

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.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered Financial Planner
What our clients say
Caroline gives clear and easily understandable advice. She really listens to what you say, is sympathetic to your personal circumstances and adapts her advice accordingly with a human touch whilst maintaining a professional demeanour. I have confidence in her professionalism experience and knowledge. We were rather nervous of getting financial advice but Caroline made it a pleasant experience during which all our questions were answered and at the end we felt really confident that we had done the right thing with the right advisor.
Liz, London
All visits were done in our own home.Everything was explained in detail. We were listened to and no question was considered silly or irrelevant. She showed a great deal of patience explaining more than once the details of our purchases.
Marie, Northamptonshire
Very personal service tailored to my needs and dealt with me is a very professional way. Made me feel valued and put my mind at rest over what for me was an very important decision.
Wray, Northamptonshire
Very approachable. Understands personal circumstances well and tailors advice accordingly.
Judith, Northamptonshire
Provides very clear advice and updates on pensions and investments. Scenarios and options for investment and how attitude to risk is factored into recommended products clearly explained. Responds to queries and additional service requests speedily. Proactive in providing updates and offering reviews. Would recommend to friends and family
Kate, Buckinghamshire
Caroline herself came to give a full financial review for my wife and myself. She went through all aspects of our finances and dealt with each one in turn and made sure we understood as we went along and answered anything we were not sure about. She then took away all the details she needed and came back with a plan she thought would work best for us. We then went through the plan which was excellent and agreed we would act on her advice. Which has since proven to have been first class. What could they have done better? As far as we are concerned we have been completely satisfied with everything in all aspects rob, Northamptonshire February, 2015
Rob, Northamptonshire
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
Head office address: Anstee & Co Ltd, 5 Brooklands Court, Kettering Venture Park, Kettering, Northamptonshire, NN15 6FD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority does not regulate will writing,
taxation and trust advice and some forms of buy-to-let mortgages.

Anstee & Co Ltd is entered on the Financial Services Register
<url hidden> under reference 577360.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.5/10
check
FCA authorised
Last authorised 26th October 2020

Similar advisers near you

Independent Financial Adviser 0.87 mi
Creating, managing and protecting your wealth the intelligent way
 
Independent Financial Adviser 1.3 mi
Free initial consultation. Bespoke Service. Friendly, Professional and Efficient service. Offering advice on all aspects of Financial Planning.
 
Independent Financial Adviser 1.39 mi
Creating, managing and protecting your wealth the intelligent way
 
Restricted - whole of market 1.48 mi
We provide local, honest, Chartered financial advice that you can trust. Currently offering video and telephone calls to support you during these difficult times - we're here to help.