What our clients say
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.
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.
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.
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.
Anstee and Co offers an exciting new concept in financial design, coupled with friendly, efficient service.
Anstee & Co prides itself on offering an exciting new concept in financial design to help you plan for your future.