Anstee & Co Financial DesignersAnstee & Co Financial Designers Contact: Rachel Efetha
The main aim of Anstee & Co is to build a trusting relationship designed to offer an exceptional personal service to help you plan for a secure financial future.
Whether you are just starting out, have had a change of circumstances or are anxious to preserve your hard-earned wealth, our experienced team can provide expert, professional advice to create a financial plan to suit your needs.
Rachel has 30 years experience in the Financial Services industry with the last 22 years advising clients on a wide range of Financial Planning issues. She holds the “gold standard” Chartered Financial Planner status from the Personal Finance Society, held by only 10% of UK advisers.
She enjoys meeting clients from all walks of life but has a particular expertise in clients aged 60+ advising them through retirement, inheritance tax planning and funding long term care. As a divorcee herself, she also empathises greatly with those going through a divorce and is able to advise them on pensions splitting and investing the proceeds of a divorce settlement.
- Holistic Financial Planning
- covering Retirement Planning
- Investment Planning
- Inheritance Planning
- Long Term Care funding & School
- University Fee Planning
I am so pleased to have found Rachel as my financial adviser. She is so professional and thorough in her advice, but also very approachable and supportive. I have complete confidence in the advice that Rachel gives, and this has allowed me to recommend her to several of my clients. (Rosie Wright, Brixworth Wills, Introducer & Client)
I have worked with Rachel and her clients for some years now providing Discretionary Fund Management services. I have always found her professional, approachable, and very ‘user friendly’! She speaks the language of her clients, explaining her planning rationale in straightforward and understandable terms. She clearly knows and gets on well with her clients. When it comes to my input into the planning process, Rachel is always happy to step back and let me explain to clients what I am doing and why. She is happy to let me ‘do my job’ without interference, whilst still keeping her oversight of my role and her clients’ best interests in mind. (Matt Groom, Investment Director, City Asset Management)
One of the hardest decisions those of us with limited understanding of investing take is trusting someone with our pension fund. What we rely on is straight talk from an advisor who can guide us to make the decisions that are the best fit for us. Having Rachel take on my portfolio has been one of the best decisions I have made. She quickly understood my needs & helped me understand the potential benefits (and risks) of switching to a fund which has greater potential to out-perform where my money had been sitting for years. I would have absolutely no hesitation in recommending Rachel to anyone looking to get the best out of their money. (Mark Elliot-Brown, Client)
I have used Rachel both personally and referred clients to her. She is very approachable whilst still being professional and the depth of her knowledge is impressive. I always have complete confidence when I refer clients to her that they will be getting a first-class service that is good sound advice and good value for money too. She goes out of her way to make sure that you have understood what she is telling you and takes your individual circumstances into account – she understands that everyone’s needs are different. (Kate Brown, Kate Brown Accountants, Introducer & Client)
I first met Rachel about a year ago after having separated with my husband. I was feeling very vulnerable and uncertain about my financial future. Rachel met with me several times to listen and advise on how I should move forward with my finances. She is always very professional yet friendly and able to put me at ease and feel comfortable about the advice she gives for both the present and future. I would highly recommend Rachel as a financial advisor. (Tiffany Payne, Client)
Rachel always delivers an outstanding service to me in my capacity as trustee on numerous trusts I manage in my professional life and clients that I introduce her to. She not only provides the initial advice but also manages the portfolios on an ongoing basis. She has an innate ability to deliver a top-class service with a high level of knowledge whilst presenting it with a user friendly, plain English approach. What sets Rachel apart from others in her field that I have come across is her ability to understand and advise on different type of trusts. (Neelam Maher, Head of Private Client Department, Wilson Browne Solicitors)
I was very nervous about engaging a financial advisor and particularly looked for a company which was able to provide female staff. I met Rachel who listened carefully whilst I explained my situation. It is fair to say that whilst I was well able to manage my finances on a day to day basis, I was reaching retirement after a long professional career and I found the prospect of financial planning for my future extremely daunting. Rachel was able to put me at my ease with her professional approach and obvious expertise. She has advised me on key points I needed to consider and prevented me from making some potentially costly mistakes due to my own lack of knowledge. I am now in a much better financial position going forward and will be continuing to take Rachel’s advice to plan investments in the future. I will be passing on Rachel’s contact details to a colleague at work, this is the highest recommendation I can give. (Sue Lumby, Client)
Rachel came highly recommended by my accountant and has exceeded our expectations. Rachel has been supporting my wife and I for our personal financial planning. This was not a simple task as we had very little plans in place, having migrated from employed to self-employed with numerous schemes in place, but no real plan. She has guided us through to a plan which is now in place and has been patient with us as we caught up and supported numerous visits. Rachel is not only extremely knowledgeable and professional but extremely good company to do business with and we would recommend her to anyone. (Jonathan Hunt, Client)