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Ashley Lind

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Review of the Clerical Medical, Investment Account:

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To be avoided

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

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