Free Financial Review

Free Financial Review for Over 50s Friends

Rose & Berg is offering all visitors to Over Fifties Friends a free financial review. A financial review is designed to put your financial priorities in to perspective and help you to manage them effectively.

Are you struggling with debts? Have you planned for retirement? Did you search around before renewing your annuity? Over 40% of people remain with their previous annuity or other service providers for reasons such as: they have it with the same company they have their pension fund with, they don’t have the time to shop around or are simply unsure about their options.

Call Rose & Berg if you would like to explore your options and get a free review, on Freephone 0800 023 2191

Rose & Berg financial solutions for over 50s. Just mention Over Fifties Friends

The rate you get from an annuity can affect your income by hundreds of pounds a year for the rest of your life, so it can pay to shop around. This goes for many financial services products, from annuities to endowment policies and insurance policies; if you shop around you can often make big savings, which can add up to 100s or even 1000s of pounds of savings each year.

Have you had a PPI (Payment Protection Insurance) policy? Many people who were missold PPI policies alongside credit cards, loans and other credit agreements may be eligible to a refund of any charges they may have paid towards the policy by challenging the validity of the contract. If you feel unhappy with any PPI policies you have had we will look into the contract to see if it was unfair and if you are eligible for a refund and compensation.

A financial review is designed to help you with your finances and encourage your wellbeing.

Call Rose & Berg if you would like to explore your options and get a free review, on Freephone 0800 023 2191

Rose & Berg financial solutions for over 50s. Just mention Over Fifties Friends