Legal & General consultants look at the whole picture - 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.
So, when you meet a consultant, they will have a discussion with you to give them an understanding of who you are and what you need your money to do for you. From this, they will be able to tell you about the Legal & General life assurance and investment products that meet your needs.
To help with this process, it would be useful if you brought the following to the meeting:
Products will be explained in simple, straight-forward English - no financial jargon - so you'll be clear how the different products work and what the benefits and risks are.
At the end of the interview you will be free to take out a policy or open a new account or go away and think things over. If you want to come back for another chat, that's fine too.
Note:
Yorkshire Building Society is one of the largest building societies in the UK. We offer a range of financial products and services including: savings & investment accounts, insurance products, loans, mortgages and more.
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Yorkshire Building Society is authorised and regulated by the Financial Services Authority (FSA).
