Business Details
Trusted Financial Advisers in Kettering
Anstee & Co & Co was founded by Caroline Anstee & Co & Co with a passion for delivering ethical, client-centric financial advice. As independent financial advisers, we pride ourselves on building long-term trusting relationships while maintaining the highest industry standards. Our team of specialists operates across multiple UK locations, serving clients at every stage of their financial journey. With expertise in mortgages, pensions, inheritance tax, and wealth management, we offer tailored solutions that adapt to life's changing circumstances.Our approach prioritises transparency in fee structures, investment strategies, and market research to ensure clients receive optimal financial planning. Through educational resources and practical case studies, we empower clients to make informed decisions about their financial future. The firm's commitment to excellence is evidenced by numerous positive client testimonials highlighting professionalism, patience, and exceptional service delivery.
Services
Mortgage Advice
Pension Planning
Estate Planning
Wealth Management
Tax Efficiency
Financial Education
Highlights and features
- We deliver independent, unbiased financial advice across the whole market
- Our team provides tailored solutions for all life's financial stages
- We maintain transparent fee structures with clear service explanations
- Our advisers operate locally across multiple UK regions
- We offer comprehensive mortgage and wealth management expertise
What people say
Exceptional service
Knowledgeable advisers
Clear explanations
Tailored solutions
Professional approach
Services
Mortgage Advice
Our mortgage advisers help clients navigate first-time purchases, remortgaging, buy-to-let investments, and equity release solutions. We explain different mortgage types, interest rates, and eligibility criteria while considering protection needs. Our service includes affordability assessments, market comparisons, and application support for both residential and commercial properties.
Pension Planning
We provide comprehensive pension advice covering workplace schemes, personal pensions, and self-invested options. Our specialists help clients consolidate existing pensions, maximise tax efficiency, and create sustainable retirement income strategies. We also advise on pension sharing during divorce settlements and inheritance tax implications.
Wealth Management
Our wealth management service optimises high-net-worth clients' financial portfolios through strategic investments, tax planning, and estate preservation. We help clients structure their assets efficiently, implement lasting powers of attorney, and create intergenerational financial plans while maintaining liquidity for current needs.
Financial Education
We produce educational resources covering budgeting, debt management, investment principles, and financial decision-making. These materials help both personal clients and business owners understand financial concepts through practical examples and case studies relevant to different life stages.
Estate Planning
Our specialists create tailored estate plans that balance wealth preservation with inheritance tax efficiency. We advise on will structures, lifetime gifting strategies, and appropriate insurance solutions while considering care funding needs and family business succession planning.
People
Caroline Anstee
Founder & Financial Adviser
With over 20 years in financial services, Caroline established Anstee & Co & Co to deliver ethical, client-focused advice. She specialises in mortgage solutions and wealth preservation strategies.
Questions
What services does Anstee & Co & Co & Co offer?
We specialise in mortgages, pensions, estate planning, tax efficiency, and wealth management. Our services cover all life stages from first-time buyers to retirement planning.
How do you charge for financial advice?
Our mortgage advice fee is typically £395, with payment options confirmed upfront. Other services use transparent fee structures tailored to the complexity of each case.
How can I schedule a consultation?
Call us at 01536 483733 or use our online booking system for weekday appointments between 9am-5pm. We offer flexible meeting times to accommodate busy schedules.
Do you work with clients nationally?
Yes, while based in Kettering, our advisers serve clients across the UK through local meetings and virtual consultations from offices in multiple regions.
What makes Anstee & Co & Co & Co different?
We combine independent market access with ethical advice tailored to individual circumstances. Our team's expertise spans the complete financial planning spectrum from first-time buyers to high-net-worth clients.
Videos
Reviews (4)
Deborah Bass
Sep 03, 2018
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Amanda Halleybone has the most amazing people skills, she makes what can be a very daunting process as easy as possible and calmly deals with any minor hiccups along the way. Amanda has arranged mortgages for both of my first time buyer children and one for myself which was a bit complicated due to us being self employed. I cannot praise Amanda and Anstee and Co enough.
George Ritchie
Jul 05, 2018
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Darren Amos sorted out my pensions with professionalism and in every day language which made the whole process seamless and easy to understand, thanks.
Helen Dawson
Jul 03, 2017
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The quick action of Peter Anstee today has saved us a £2000 fee and put us further along the road to being mortgage free. We highly recommend Anstee & Co
Clare Elsby
Sep 06, 2013
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We have worked with Caroline and her team since Caroline set up Anstee & Co. We have always been impressed with the level of advice given and have received nothing but excellent feedback from clients, when we have recommended they contact Anstee & Co for advice on pensions, savings, mortgages or wealth management.
