Maximise your financial potential, secure your future
Our Vision
At Anstee & Co, we believe in empowering individuals to achieve financial security and plan for a prosperous future. We aim to provide personalized financial guidance and support, tailoring our strategies to your unique circumstances and aspirations.
Who We Are
Founded by experienced financial advisor Peter Anstee, Anstee & Co. is a team of passionate professionals dedicated to helping clients navigate the complexities of personal finance. We are committed to building trust through open communication, transparency, and exceptional client service.
What We Do
We offer a comprehensive range of financial services across various aspects of your financial life, including:
Investments
- Portfolio management and review
- Retirement planning and optimization
- Tax-efficient investing strategies
Pensions
- Defined contribution plans
- Pension consolidation and review
- Pension drawdown strategies
Later Life Planning
- Care planning and estate management
- Long-term care insurance
- Inheritance and tax planning
Other Services
- Wills and estate planning
- Insurance review and recommendations
- Mortgage and remortgage advice
- Retirement planning for first-time buyers
- Equity release options
Our Values
Our core values guide our actions and decision-making:
- Integrity: We adhere to the highest ethical standards and maintain confidentiality.
- Transparency: We provide clear and accessible explanations of our processes and fees.
- Client-centricity: We prioritize understanding your needs and goals to deliver tailored solutions.
- Excellence: We are committed to delivering exceptional client service and achieving optimal outcomes.
- Sustainability: We advocate for responsible investing and financial planning for future generations.
Join Us on Your Financial Journey
Whether you are just starting out, facing life changes, or seeking to secure your future, Anstee & Co. is here to guide you every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.
Exceptional Service and Advice
The reviewers of Anstee & Co have largely been extremely satisfied with the services they received from the company. Several reviewers, including Deborah Bass, Karen McArdle, George Ritchie, and Helen Dawson, have given the company a 5-star rating, praising the exceptional people skills and professionalism of the staff. Specifically, Amanda Halleybone has been commended for her ability to make seemingly daunting processes, such as arranging mortgages for first-time buyers, as easy as possible. Darren Amos has also been praised for his professionalism and ability to explain complex pension matters in a clear and understandable way.
Timely Intervention and Quick Action
Helen Dawson notes that the quick action of Peter Anstee saved the company a significant fee and allowed them to make further progress towards becoming mortgage-free. The reviewer's appreciation of Anstee & Co's prompt intervention suggests the company's ability to respond efficiently to client needs.
Recommendations and Endorsements
Several reviewers have expressed a willingness to recommend Anstee & Co to others. Karen McArdle explicitly states that she would highly recommend the company, while Helen Dawson suggests that the company's quick action could be beneficial to others facing similar situations. Clare Elsby notes that she and her team have always been impressed with the level of advice provided by Anstee & Co and have received positive feedback from clients they have referred to the company.
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