Mrs R Thomas, aged 70, had suffered from a stroke (TIA), had Atrial Fibrillation and had surgery for a Heart Valve replacement. She also took medication for high blood pressure and her husband had raised cholesterol. She had multiple policies with Legal and General and Aviva. We assisted her to amalgamate her pension plans and arranged an enhanced annuity using Liverpool Victoria (LV). This resulted in her obtaining an increased annuity rate.
‘Your staff were very helpful and efficient. Thank you especially to Hayley and Sadie. You were always polite, clear and prompt.’