What will happen at an appointment?
Our Legal & General Financial Planning Manager will look at your needs, your lifestyle and your plans for the future. That way they can give you expert advice on which Legal & General products are suitable for you.
To provide you with the best advice, it would be useful if you brought the following information to the meeting:
- Details of any existing investments
- National Insurance Number
- Passport or Driving Licence and a recent utility bill for ID purposes so that you can proceed if you wish to
There is no obligation to take out a policy or open a new account, you are free to go away and think things over. If you want to come back for another chat, that's fine too.
To make an appointment: