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Jason

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Review of the Vitality, Life Insurance:

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Too much upselling whilst trying to buy life insurance

Wanted to sign up for a specific insurance for known value etc. but agent (presumably following script) wanted to upsell. Lots of 'what if' scenarios that basically highlighted why needed more insurance. Just wanted to buy their product (was already sold on gym discount) but came away with nothing Reviewed on: 4th September 2024

Review of the Wealthify, General Investment Plans:

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Easy to use and great comms

Really easy to sign up and receive appropriate product. The comms are really well thought so they allow me to make informed decisions without making me do lots of reading. Reviewed on: 28th February 2023

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