Aspire Independent Financial Advisers

 Annuity Advice                                                                                                                                                                                                                                                                                       

 

Annuity

Enquiry Form

Get an Annuity quote emailed to your pc? We are Independent Financial Advisors we will search the market based on the information you give and email the results to you.

Fill in your details and the market will be searched personally, by a Financial Services Authority registered independent adviser, for the most competitive annuities. Your details will be used to filter out those annuities that you do not qualify for, and only leave those that you do. We will then email written quotes back to you as attachments so that you can print them off (please note: hotmail addresses may not support attachments). This does not commit you in any way.
 
We can supply you with the annuity provider names for a small fee of £199 or we can deal with the whole process and we will be paid by the annuity provider.


If you need help with the form, or want to speak to an adviser personally, phone 01242 248181 for assistance.

Aspire IFA Ltd, 107 Promenade, Cheltenham, GL50 1NW
 

Fields marked '*' are required.

Fields marked '#' this information should be in your providers retirement pack/quote

Your Full Name:

  

Day Time Phone:

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Home Phone:

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*E-mail:

  

Your Date of Birth:

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Spouses Name:

Spouses Date of Birth:

Your Height:  

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Your Weight:

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Spouses Height:

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Spouses Weight:

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Source of purchase money

#Purchase Money After Tax Free Cash Taken:

#Amount of Protected Rights Included in Above:

#Type of Protected Rights:

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Payment Frequency:

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Arrears or Advance:

Are you currently a smoker and have you been for the last 10 years?

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Do you suffer from any of the following illnesses?

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Heart attack, angina or any other heart condition:

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Diabetes:

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Cancer, leukaemia, Hodgkin's disease, lymphoma, growth or tumour:

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Stroke:

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High blood pressure or high cholesterol:

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Chronic respiratory disease:

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Kidney or liver disease:

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Alzheimer's disease, dementia or Parkinson's disease:

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Any other serious illness or condition:

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Please give details of your condition(s), list all ongoing medication including drug name and dose that you are taking and any other information that may be helpful including any other medical conditions not listed above that you are suffering from:

Any other relevant information?:

 

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