Klara Anstey

Klara Anstey

Mortgage Adviser

Followers of Klara Anstey176 followers
location of Klara AnsteyBristol, England, United Kingdom

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  • Timeline

  • About me

    Director at Square Peg Mortgages Ltd

  • Education

    • UWE Bristol

      1991 - 1996
      Economics French and German Economics

      Activities and Societies: Law Society, Debate Team, Drama Club, Netball Team, Canoe Club,

    • Brynteg comprehensive school

      1989 - 1991
      A levels
  • Experience

    • Bristol & West

      Feb 2001 - Aug 2003
      Mortgage Adviser
    • Avoncourt Mortgages

      Jan 2003 - Jan 2004
      Mortgage adviser
    • Falcon Court Financial Ltd

      Jan 2005 - Sept 2008
      IFA
    • Bedrock Financial Planning Ltd

      Sept 2008 - Dec 2018
      Director

      We provide clear financial advice in all areas including investments, pensions, mortgages, equity release, long term care etc. Our clients receive service of the highest level and most of our business is generated from referrals.

    • Square Peg Mortgages Ltd

      May 2018 - now
      Director

      As the name suggests, we provide specialist mortgage and protection advice in an increasingly uncertain and worrying world. We also provide advice on the later life mortgage lending into retirement, which is a huge growth area for much needed expert advice. Having been qualified since 2004 in this area, I have seen the changes in this market and the development of exciting new products to suit anyone looking to borrow in retirement. We also provide assistance to other Directly Authorised firms in relation to compliance and FCA reporting. If we are not able to help, you really are in trouble! Show less

  • Licenses & Certifications

    • BA (Hons)

      UWE
    • DipPFS, CertsCII (MP&ER)

      PFS
  • Volunteer Experience

    • Volunteer

      Issued by The Trussell Trust
      The Trussell TrustAssociated with Klara Anstey
    • Youth cox

      Issued by Bristol Gig Club on Apr 2021
      Bristol Gig ClubAssociated with Klara Anstey
    • Treasurer

      Issued by Clevedon coastal rowing club on Jul 2021
      Clevedon coastal rowing clubAssociated with Klara Anstey