Response rating
9.0/10
FCA verified
13th November 2017

Anstee & Co Limited

Independent Financial Adviser Anstee and Company Limited, 120 Pall Mall, Greater London, London, SW1Y 5EA
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
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Long term care
Meet our advisers
Caroline Anstee
Managing Director and Financial Designer
Carl Stephenson
Independent Financial Designer
Accreditations
Chartered Financial Planner
Rachel Efetha
Independent Financial Designer
Accreditations
Chartered Financial Planner
Darren Amos
Independent Financial Designer
Cathy Blake
Independent Financial Adviser
William Fountain
Independent Financial Designer
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.
Kate, Buckinghamshire
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
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
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
Where to find us
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.

Anstee & Co 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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