Film, Media & TV0 min ago
Advice Here Please
3 Answers
My policy of my house ie 2 policies are maturing 1 Aug and 15 Aug respectively. I rang company to get today's price which he gave.
Unfortunately with my hearing loss he told me I need to go to a Financial Advisor - when I asked why - I couldn't hear what he said.
Anybody tell me why I need to go to Financial Advisor - as the money from this company is going straight to Santander etc.
The second policy people are sending me a cheque. Thanks for any advice.
Unfortunately with my hearing loss he told me I need to go to a Financial Advisor - when I asked why - I couldn't hear what he said.
Anybody tell me why I need to go to Financial Advisor - as the money from this company is going straight to Santander etc.
The second policy people are sending me a cheque. Thanks for any advice.
Answers
Best Answer
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For more on marking an answer as the "Best Answer", please visit our FAQ.Going to have to make some assumptions here, if they are endowments and you are asking for surrender value as at today, did he ask you why you wanted to know. If there is any chance you were thinking of taking the money before maturity and it is to pay of a mortgage it would be standard policy to suggest you speak to an IFA to ensure you are making the right decision.
If you are leaving them to maturity date and there are sufficent funds to redeem the mortgage there will be no need to see anyone.
Unless of course there is going to be a big profit and you want investment advise for the remainder of the money.
If you are leaving them to maturity date and there are sufficent funds to redeem the mortgage there will be no need to see anyone.
Unless of course there is going to be a big profit and you want investment advise for the remainder of the money.