Other types of enquiries

Notes

  • [If asking for advice] “I’m sorry, I need to get you through to one of our specialist {product} advisers, who’ll be able to give you the right advice and give you personalised quotes. Can I start by asking {question1 on form}”
  • LPA = Lasting Power of Attorney / Power of Attorney enquiry
  • Wills can include Trusts and LPA but all starts with a £19.99 Will