How sellable are your Endowments?
It's generally thought that Endowment Policies should be kept for their full term as if you surrender early you will lose out on the terminal bonus.
We have linked up with a who will be able to sell your endowments policy provided it is a With Profits Policy, has a minimum surrender value of £2,000 and has been running for at least 5 years.
What do you do next?
If your policy(s) fit the and you want to see how much it can be sold for, complete the requested details on the application form.
This will be sent to They will arrange for the policy to be "trawled" to a panel of Market Makers who will value it.
They will then advise you of the best price offered. If you decide to sell, they deal with the whole transaction.
If you're not sure if your policy is eligible, don't worry, just apply anyway, leave your contact details and they will contact you.
If you want to go to the application form now
What can you get?
Often our partners can obtain an improvement over the surrender value, generally between 10% and 90% dependent upon the policy.
About our partners
The experts we will refer your enquiry to are called Baronworth. They are Independent Financial Advisers who were established 15 years ago. Their three directors have a total of over 100 years experience in Accountancy, Banking and the Law.
They were the first firm to offer discounts on financial products, a radical step in the interests of the consumer. Now known as Discount Broking, this practice has become commonplace but, at the time, caused uproar in the financial world.
Baronworth receives frequent mentions in the national media including appearances on radio and TV.
One of the directors, Colin Jackson, was named as IFA of the Year, for 2001/2002, in a poll of trade and national press journalists.
No comments:
Post a Comment