Annuity Broking Service
This service is appropriate if you know
that you want an annuity and know what options you want to select. With this
service, we will act upon your instructions to buy your annuity, and will only
provide advice in relation to the selection of a product provider, therefore
you will not receive any advice regarding the suitability of the product. Under
this service, we will research the whole market for competitive annuity quotations
before providing you with a written report.
As with our other services, we will conduct
research to find the best deal available for you. We will also take care of the
paperwork involved in getting your annuity set up, once you have supplied the
information and documents needed for us to get underway.
Regular Updates
This is a personal service, where your
needs will be dealt with by one Consultant from start to finish. You will benefit
from the rapport this creates and the regular updates provided (we will do all
the legwork, including chasing product providers), meaning that you will always
know the state of play.
Next
Level: On
Retirement Advice Service