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SavingsHow to Apply
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Perhaps you don't think you need a financial review and you're happy with your investment and protection plans - fair enough. But can you be sure that your hard-earned money is working as hard as it can to meet your future financial needs? Don't worry - help is at hand. We've joined forces with AXA Sun Life, which is part of AXA, one of the largest insurance groups in the world (Fortune Global 500, July 2004), with over 50 million customers (as at 31st December 2003). This means that we can offer you an even more comprehensive range of products and services, which can be tailored to meet your specific needs. Through this partnership, we believe that you can look forward to enjoying great value investment and protection products. A simple, free financial review could help you make the most of your money. The advisers will talk to you so that they understand your situation and then can make the right recommendations for you. The review is free and there's no obligation to take out any product afterwards. But you will walk away with a better knowledge of how you could make your money work harder. And don't forget, if you're already a member, you'll earn more reward points when you take out an investment or protection product with Britannia Membership Reward (subject to scheme rules). Talk to our branch staff about arranging your free financial review. You've nothing to lose but you could gain a valuable new insight into how to make the most of your savings, investments and protection portfolio, both now and in the future.
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