Mr White, age 64 from Dorset, had two pension policies with Guardian Financial Services and the Co-Operative. He suffers from Angina and had a Heart Attack. By researching the whole market we were able to provide him with the best annuity rate from an enhanced provider, Partnership. We increased his retirement income by over 30%. There was no additional cost for him and we completed all the paperwork on his behalf. We are able to use annuity companies that clients do not have direct access to.
Mr White stated:-
‘Particular comment should go to Gabrielle Woodbury who was always cheerful yet respectful and was helpful and efficient. She returns calls and emails, even if there was no further news, just to keep us updated and feeling valued at all times. Well done!’