Our annuity service is personal, we look at your individual financial needs, research annuity markets and obtain the most suitable for your circumstances. As part of the ‘Offer More Options’ initiative we can look beyond lifetime annuities to find the appropriate solution for your needs.

We understand that finding the right annuity can be a daunting and confusing process. Our friendly annuity advisers will make it their mission to find the best annuity to guarantee you income during your retirement.

Annuity Misconceptions

Many people assume that they have to buy their annuity from their current providers. It is our adviser’s role to personally guide you through the many options to find your personal solution. If you have any questions please contact one of our friendly advisers and they will give you a free no obligation assessment based on your circumstances.

Why you should use our Annuity Service?

  • We will ensure we understand your needs
  • Quick quote and application process from a dedicated adviser
  • Outstanding customer service
  • Unlike some other companies, we will complete all paperwork with you

Call us on 0151 353 1066 and we can discuss your individual requirements in more detail.

Continuous monitoring as your circumstances change

Together, a unique proposition in one place. A Chartered Partnership to provide quality advice whatever the issue – personal or business.

Phillip Bates & Co Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
Financial Services Register No: 469998. Registered in England & Wales, No. 3637771
Registered Office: 5 Chester Road, Neston, Cheshire CH64 9PA