Independent Annuity Option Service
Planning To Retire Soon?
Many people end up getting less from their annuities than they could if they shopped around. Although not known by all, it is possible to receive your annuity (the money that makes up your pension accessed as an income) from a different provider than your pension provider.
Just like phone or heating bills it can pay to compare the amount you pay in and the amount you receive between different companies. Staying on a poor plan is one of the easiest to rectify mistakes that many people make. If you have not yet researched what is available, it is highly advisable that you talk to independent advisers such as ourselves.
There are many benefits that come from seeking advice. We research the market for the latest offers, take detailed information from you and help you understand the options available and how they affect you. We consider whether it is appropriate for you to consolidate multiple pension pots and explain how much you would need to invest in order to get the outcome you want.
We would love to hear from you with any Financial Services questions or queries that you may have.
But before you contact us why not checkout some of our customer testimonials below:
For more customer testimonials please visit our testimonials page.
“Very satisfied with the advice given and dealt with Debbie for many years and found her again via the internet and very pleased I have”
Mrs F – Ipswich, Suffolk.
“Overall very happy with it and much more comfortable with the lower risk of my existing investment”
Mrs L – Trimley St Mary Felixstowe, Suffolk.
“We were both extremely happy with all the recommendations we received from Debbie and were more than happy to follow her advice on our investments”
Mr & Mrs H – Felixstowe, Suffolk.
Get in Touch
We are always looking for new ways to exceed our clients expectations.
Feel free to contact us.
9am till 5pm Mon to Thu
9am till 4pm Fridays
Closed Saturday and Sunday
Braintree - 01376 743595
Felixstowe - 01394 775711