William Burrows Annuities* (WBA) provides specialist advise on all aspects
of Annuities and Drawdown for Individual Clients. WBA is a trading name of
MPL Wealth Management
Ltd, authorised and regulated by the Financial Services Authority (FSA).
Advice on Annuities
Billy Burrows has been advising on clients on annuities since 1990 and whilst
he does not profess to know all the answers (if only), he certainly knows
the right questions to ask. For most people the key questions at retirement
are:
- When is the right time to buy an annuity?
- Should you take the Tax Free Cash?
- Which type of annuity is most appropriate for your circumstances?
- What options are best for you?
Advice on Drawdown
Advising clients on pension drawdown is one of the most complex of areas of Retirement Planning and a competent adviser must:
- Explain all the relevant options
- Help you articulate your true retirement objectives
- Analyse the risks associated with these options
- Advise you which solutions are most appropriate for your circumstances
- Recommend an Investment strategy compatible with your risk profile
This is a very specialist area of Retirement Planning and few Professional
Advisers have the necessary skills and experience to advise in this area.
Fees
William Burrows Annuities has a simple fee structure.
Fees for Annuity Advice
- No charge or commitment for initial advice - includes annuity quotations
- If would like to appoint us as your annuity adviser, we will quote you a fee in advance.
- Our fee is generally taking from annuity commissions, with any surplus commission
being re-invested to increase the annuity income
- We have a minimum fee of £ 500. If we receive commissions less than this we
will invoice you for the difference
Fees for Drawdown Advice
- No charge or commitment for initial advice - includes annuity quotations
- If would like to appoint us as your adviser, we will quote you a fee in advance.
- We do not take initial commission on Drawdown, and our fees are directly related
to the complexity of the advice and size of pension funds
- We will charge an annual fee, normally fund related, to provide ongoing advice
In all cases, we will provide you with our Terms of Business, and other regulatory
information at the beginning of the advice process