Clerical Medical Reviews

Investment Account

To be avoided

After my Mother died we had to inform all the outfits she had invested in and obtain valuations for... Read more

After my Mother died we had to inform all the outfits she had invested in and obtain valuations for Probate.
Everyone duly obliged except CM. Phone call after phone call was met with delay tactics and stalling and in the end, outright lying.
After weeks of hassle we got our valuation but then the real challenge happened - claiming the fund. We got the Halifax Bereavement department involved and amazingly they got the same treatment.
Finally I told them I was going to the Police as I smelt a rat.
That did the trick.
No one in their right mind would invest with these people - look at all the appalling reviews on line. Awful.

Reviewed on 23rd September 2021

Ashley Lind

Pension

Appalling customer Service

I am most unhappy with the service I received today. I understand that there are covid restrictions, but when I phoned I was told the wait would be 10 minutes, when it fact it was 40 minutes, and even then, the person (*****) was not... Read more

I am most unhappy with the service I received today. I understand that there are covid restrictions, but when I phoned I was told the wait would be 10 minutes, when it fact it was 40 minutes, and even then, the person (*****) was not able to deal with my request and said that he would transfer me – he assured me that if my wait was more than 10 minutes, then a call back would be offered. However, no such call back service was offered, and I faced a further wait of 25 minutes. This is a totally unacceptable level of customer service . I have to say that when the calls were answered, the agents were very helpful. BUT EMPLOY MORE STAFF CLERICAL MEDICAL.

Reviewed on 15th March 2021

Cheryl Kerr

Pension

£800 loss

Paid in around a £100 a month over the last year and my pension pot has gone done by around £900 in a year and I paid them for this

Reviewed on 5th February 2021

Steve Smith

Pension

Disappointing

I trusted them with an pension investment for 20 years. After that time, and with undisclosed fees taken, the results were hopeless. That is compared with nominal bank rates and their competitor (Aviva). After nearly a year of waiting and numerous... Read more

I trusted them with an pension investment for 20 years. After that time, and with undisclosed fees taken, the results were hopeless. That is compared with nominal bank rates and their competitor (Aviva). After nearly a year of waiting and numerous requests, they still are unwilling to disclose the investments history or the fees taken. Shameful.

Reviewed on 29th September 2020

Mark Radin

Investment Account

Would invest in premium bonds

Would invest in premium bonds and keep fingers crossed each month

Reviewed on 1st March 2017

Mark Fraser