Response rating
10/10
FCA verified
20th November 2017

Anstee & Co Limited

Independent Financial Adviser Anstee & Co Ltd, Unit 5, Brooklands Court, Kettering Venture Park, Northamptonshire, Kettering, 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Long term care
Meet our advisers
Caroline Anstee
Managing Director and Independent Financial Designer
Rachel Efetha
Independent Financial Designer
Accreditations
Chartered Financial Planner
Carl Stephenson
Independent Financial Designer
Accreditations
Chartered Financial Planner
Darren Amos DipPFS
Independent Financial Designer
Cathy Blake
Independent Financial Designer
William Fountain Dip PFS
Independent Financial Designer
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
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
Where to find us
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
Compliance

Anstee & Co Ltd is authorised and regulated by the Financial Conduct Authority

Trading address: 5 Brooklands Court, Kettering Venture Park, Kettering, Northamptonshire NN15 6FD

Registered in England and Wales No: 7921408

Registered address: 6 Corunna Court, Corunna Road, Warwick CV34 5HQ

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

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