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Who are we?



The Annuity Specialist is a trading division of Phillip Bates & Co Financial Services Ltd. 5 Chester Road, Neston, South Wirral, CH64 9PA

We’re proud to have been awarded the prestigious title of ‘Chartered Financial Planners’ by the Chartered Insurance Institute (CII). This title is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice.

Chartered status is the industry’s gold standard and is currently met by only a select number of firms.

Offer More Options
We also fully support the ‘Offer More Options’ campaign, which encourages advisers to explore all the options available to an individual at retirement, rather than simply to provide the best lifetime annuity quote.

We offer a fully advised service and always try to speak to you in detail about your enquiry, so we can ensure we make you aware of all the relevant options open to you before you make your commitment.

We are completely independent, which means that we will search the whole of the market to find the best annuity for your particular requirements.

We offer a friendly telephone and online service, and pride ourselves on treating our customers fairly. This means that we will personally check your requirements with you, so that we can provide a tailored product to fit your needs.

meet the team
the team
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