Life assurance is an important purchase

Steve Baker
Stephen Baker Financial Consultants
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Posted: 6th Aug 2012 - 14:08 Quote

Life assurance is not a commodity it should not be purchased online or  whilst out shopping @ a Supermarket.

Buying online does not mean it is cheaper, Don't get me wrong I love Meerkats as much as anyone, but it costs money for Alexander Orlov to strut his stuff on the TV (simples).

When buying life assurance the main focus should be on the suitability of the product being purchased focusing on things such as the type of cover, the term of the plan, the purpose of the cover, the features & benefits offered, and very importantly having the appropriate trust wrapped around it, not something you will necessarily be advised on online or by your friendly Supermarket cashier.

For any personal or business protection requirement please call me on 01296 641868 or e mail me on steve@sbfinancial.co.uk

Steve Baker
Stephen Baker Financial Consultants                                                                                     
Tel 01296 641868
Mob 07931 720505
Fax 01296 640971
 
Stephen Baker Financial Consultants Ltd is authorised and regulated by the Financial Services Authority No. 515272
 
Stephen Baker Financial consultants Ltd is registered in England No. 5667226 and whose registered address is Ellesmere House, 1 Bowling Alley, Oving, Bucks, HP22 4HD.
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Gareth Frensham
Asset Harbour
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Posted: 6th Aug 2012 - 14:18 Quote

Very true Steve and the Meerkat wouldn't tell you that although that joint policy may appear cheaper then 2 single life policies it's a false economy as you'll only get one lot of cover and can't put it in a trust...not so Simples!!

www.ahwills.co.uk

0800 0935 993

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Steve Baker
Stephen Baker Financial Consultants
Member Since:
9th Dec 2008
Telephone:
01296 641868
Location:
Aylesbury
Posts:
6618
Posted: 8th Aug 2012 - 11:46 Quote

Spot on Gareth

Steve Baker
Stephen Baker Financial Consultants                                                                                     
Tel 01296 641868
Mob 07931 720505
Fax 01296 640971
 
Stephen Baker Financial Consultants Ltd is authorised and regulated by the Financial Services Authority No. 515272
 
Stephen Baker Financial consultants Ltd is registered in England No. 5667226 and whose registered address is Ellesmere House, 1 Bowling Alley, Oving, Bucks, HP22 4HD.
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Tony Miceli
BartaClub
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Posted: 8th Aug 2012 - 11:53 Quote

100% seek a quality IFA not sure how many good ones still around - hard market with compliance amd other issues being thrown at them. 

 

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Steve Baker
Stephen Baker Financial Consultants
Member Since:
9th Dec 2008
Telephone:
01296 641868
Location:
Aylesbury
Posts:
6618
Posted: 8th Aug 2012 - 14:06 Quote

There are still good ones around despite the best efforts of Tesco & the FSA!!!

Steve Baker
Stephen Baker Financial Consultants                                                                                     
Tel 01296 641868
Mob 07931 720505
Fax 01296 640971
 
Stephen Baker Financial Consultants Ltd is authorised and regulated by the Financial Services Authority No. 515272
 
Stephen Baker Financial consultants Ltd is registered in England No. 5667226 and whose registered address is Ellesmere House, 1 Bowling Alley, Oving, Bucks, HP22 4HD.
View Profile Send Message Leave Testimonial Find Posts TWEET ME @quinboy

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