Anstee & Co Limited

Independent Financial Adviser  Anstee and Company Limited, London, Greater london, SW1Y 5ED
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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Annuity purchase
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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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Traded endowment policies
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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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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
9.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Caroline Anstee
Managing Director and 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
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.

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.

Darren Amos
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.

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

Rachel Efetha
Independent Financial Designer

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 a knowledge and understanding of financial protection plans.

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

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
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. What could they have done better? Nothing. Couldn't improve from the excellent service already delivered.
Liz, London
Caroline is very very accessible, she is prepared to meet me outside normal 'working hours' and in my home which I find really helpful. She gives really clear non-patronising advice. She has supported me to get my financial affairs in order and has been particularly supportive during difficult personal times.Caroline is happy to respond to my queries and questions however small or large and is a pleasure to work with - she makes sorting my financial affairs something I do rather than put off.
Claire, London
She gives a truly personal service. All of the products she has arranged for us suit us exactly and take into account our long term and short term needs, our wish to invest ethically, the level if risk we want to take and our occasional need to change things. She will do all this from a distance or face to face, travelling to meet us, and always keeps us fully informed. She doesn't mind that we contact her for updates and is generally helpful, friendly and efficient, as are all her staff we have dealt with. We were very wary of using an IFA at first, but are now very grateful that we sought Caroline's advice. She showed me possibilities I had not thought of.
Jill, East Sussex
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
About us

Anstee and Co offers an exciting new concept in financial design, coupled with friendly, efficient service.

Our services

Anstee & Co prides itself on offering an exciting new concept in financial design to help you plan for your future.

Where to find us

Anstee and Company Limited, 118 Pall Mall, Greater London, London, SW1Y 5ED

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 15th January 2020

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