Who still sends out financial advisors?

[Rudolph Hucker]

Phoned Prudential the other day to request somebody to come out and
talk through buying an insurance to cover inheritance tax only to be
told they don't send people anymore! You have to do it over the phone.
I don't like this idea as this is quite a complicated thing to deal
with. So does anybody know a reputable large company that still have
such agents?

 

[Robin Graham]

Phoned Prudential the other day to request somebody to come out and
talk through buying an insurance to cover inheritance tax only to be
told they don't send people anymore! You have to do it over the phone.
I don't like this idea as this is quite a complicated thing to deal
with. So does anybody know a reputable large company that still have
such agents?

Why would you want the agent of only one company? Why not talk to an IFA?
And he'd probably come out and see you anyway.

Rob Graham

 

[Paul Baker]

Phoned Prudential the other day to request somebody to come out and
talk through buying an insurance to cover inheritance tax only to be
told they don't send people anymore! You have to do it over the phone.
I don't like this idea as this is quite a complicated thing to deal
with. So does anybody know a reputable large company that still have
such agents?

Prudential, reputable? Not two words I'd put in the same paragraph.

I'd agree, phone an IFA and ask them to visit. As you're buying
insurance he can search the market and provide you with the cheapest
cover, you can even ask to see the commissions the different companies
are paying to make sure he's giving you the best deal.

Paul