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You are here: Skip Navigation LinksHome > Plan & Invest > Independent Financial Advice > Customer Case Studies > BOB – PLANNING FOR RETIREMENT

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Bob

 

Planning for

retirement

Bob - Planning for retirement

Whilst planning for his retirement, Bob felt he was no longer receiving the level of service that he expected from his financial adviser. He contacted Simon Blanchard (N&P's Independent Financial Adviser for Werrington and Bretton branches) to help advise Bob in generating extra income to top up his pensions in his retirement years.

Recommendations that suited our needs

Bob said: "I had heard of Norwich and Peterborough through their advertisement in Peterborough United’s programme but wasn't a customer before using their Financial Advice Service. I felt as though the service levels provided by my previous financial provider at the time were dropping and this concerned me as I was looking to invest some money for my retirement. From that very first telephone call Simon has been 100% with us. He came to see us in our home and we laid our cards on the table as to what we were looking to do. He listened to our every word and everything he has recommended to us has suited our needs down to the ground. He explained everything in simple terms so we didn’t need a dictionary, and understood everything he said. He was absolutely fantastic and I would do, and have, recommended the service to everyone!"

To find out how you could benefit from financial advice with N&P, talk to an Independent Financial Adviser today.

 

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Norwich and Peterborough Building Society is authorised and regulated by the Financial Services Authority. N&P provides financial advice on regulated and non-regulated products. Principal office: Peterborough Business Park, Lynch Wood, Peterborough, PE2 6WZ.