Free £25 to talk to A&L Financial Advisor

tctjeremy

Hi,

Hope this is useful. I called my bank Alliance And Leicester regarding an increase of my overdraft on my current account.

At the end of the conversation, I was offered an appointment to meet one of their financial advisors. I was told there is an incentive of £25 just to see one (of course I arranged a meeting - which is today).

Unfortunately I forgot to ask whether I have to sign up for something before I get the £25.

Oh well, let's see. I will try to report back.

Jeremy

Gem_

Thanks for the tip - I will give them a call and see if they offer it to me

tctjeremy

Gem_ wrote:

Thanks for the tip - I will give them a call and see if they offer it to me

:beer:

Please try to confirm when and how the £25 is paid. I had to change my appointment to tomorrow.

Cheers

Jeremy

spamberler

Found this on the site:

http://www.alliance-leicester.co.uk/plus-section/index.asp?page=important-info&ct=investments

tctjeremy

Thanks. That's it

Gem_

Apparently they put the money in your account after the review is completed. My appointment is for monday so we shall see....


T&C
The offer is available to Plus customers (Premier Current Account and Premier Direct Current Account) that meet the terms of their current account.

The offer entitles Plus customers to claim up to £125 cashback as follows: £25 for completing a full no obligation financial review, £50 if one (or more) investment products are purchased and £50 if one (or more) protection products are purchased, through an Alliance & Leicester Financial Advisor.

Only one £25 cashback payment will be made for single or joint financial reviews. Only one £50 cashback payment will be made for the purchase of one (or more) investment policies in single or joint names. Only one £50 cashback payment will be made for the purchase of one (or more) protection policies in single or joint names.

Only one £25 financial review cashback claim can be made per customer.

If a full financial review has not been completed, £25 cashback will not be issued, we reserve the right to make this payment at our discretion.

tctjeremy

Finished my appointment today which lasted about an hour.
Quite informative. I did not sign up for any products though.


At the end of the meeting, don't forget to complete and sign the £25 claim form.

:beer:

Jeremy

hot_chick_2

Alliance And Leicester Didn't Even Give Me The Full Reveiw , They Just Asked Me If I Had Come For The £25 And Said Sign This Form To Receive The Money Into Your Account In A Few Weeeks Time.

Maybe The Financial Advisor Realised He New Less About Their Products Than I Did!

Come On Moneysavers Sign Up And Get Your Free £25.

The Alliance And Leicester Just Loves Giving Money Away Like Their Refer A Freind Offer, £400 So Far To Our Family.:rotfl::beer: