Black Lion Insurance & Wealth Reviews 

19
TrustScore 4 out of 5

4.2

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Company details

  1. Asset Manager Service

Information provided by various external sources

Black Lion Wealth and Insurance is a team of financial advice specialists who are people first and insurance, pensions and investment experts second. That’s us in a nutshell, really. We advise businesses and individuals throughout the whole of the UK, offering sound, practical guidance to anyone who needs it. We’re passionate about offering the best possible service to our clients. We understand that the world of investments, pensions and insurance is nothing short of immense. The infinite choices, subtly nuanced yields, “small print”, terms and conditions – it’s all there just waiting to trip you up, right? Not with Black Lion. Definitely not. We cut through all that complicated stuff to ensure that you’re properly informed. You’ll be able to make the best decision for you, based on sound advice and guidance.


Contact info

4.2

Great

TrustScore 4 out of 5

19 reviews

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4.2

All reviews

(19)

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Rated 1 out of 5 stars

Very good with the deal but problems…

Very good with the deal but problems come when you claim.
Thank for your reply but would be nice to have my complaints dealt with timely So passed to Financial ombudsman let them sort this out.
Note
If any would like to listen to these records please ask ........ you then can decide for your self .

10 December 2019
Unprompted review
Black Lion Insurance & Wealth logo

Reply from Black Lion Insurance & Wealth

Dear Mr Jones,

We’re glad you initially chose us to arrange a policy that best suited your needs, and you had given us a 5 star review for the service you received.

When our client services team completed your medical questionnaire with you, certain parts of your medical history / information was not disclosed to us which led to your claim being declined.

We provided the insurer with the telephone conversations, and a copy of the questionnaire which was sent to you following the application, which we always send following an application, as we understand sometimes things can get missed, and this gives you another opportunity to provide all of the relevant and accurate information to avoid a future claim being declined.

Had these medical disclosures been provided during the application, then the insurers would’ve had all of the relevant information to make a decision on the eligibility and terms of the policy.

As a gesture of good will, you have been provided with a refund of all premiums paid.

Please let us know if we can be of any more assistance.

Regards,
Black Lion

Rated 5 out of 5 stars

Highly recommended

Kay was helpful. He called me promptly, and made sure everything was explained. There was a lot of information at first online and this was rather confusing. He made this easy for me and I would recommend him highly

8 March 2019
Unprompted review
Rated 5 out of 5 stars

I came to Black Lion when I needed…

I came to Black Lion when I needed investment advice. I was new to investing and wasn’t sure how it all worked and what I should be doing. The adviser I dealt with really took the time to understand my circumstances and explain everything in a simple and informative way. Great service- highly recommended!

8 March 2019
Unprompted review
Rated 5 out of 5 stars

I was contacted regarding my current…

I was contacted regarding my current private pension. This has been invested previously, and I’ve not looked at it in over 15 years. Kay at Black Lion was very helpful and clear with charges from start to finish. Id be using him again.

7 March 2019
Unprompted review
Rated 5 out of 5 stars

TOP SERVICE

Really top service from start to finish! Called when they said they would and weren’t pushy at all

7 March 2019
Unprompted review
Rated 5 out of 5 stars

Very good experience

Very good experience with Kay that help us to decide the right insurance. Nice person patient and full of suggestions, I will suggest Kay to our friends.

5 March 2019
Unprompted review
Rated 5 out of 5 stars

Kay was excellent

Kay was excellent. He explained everything and was very thorough. He called and e mailed when he said he was. Friendly and polite to speak to.

26 February 2019
Unprompted review
Rated 5 out of 5 stars

Down to earth

My Senior Financial Advisor is Kay Mechial . I found him very friendly and down to earth. He wasn't pushy at all and sounded very honest. He explained everything very clearly to me and between us we decided which was the best policy for my requirements. I am very happy with the service that was given by Kay Machial

5 February 2019
Unprompted review
Rated 5 out of 5 stars

Excellent service

Excellent service. Well documented and prompt meetings arranged, with polite reminders. Good, clear advice and excellent product choice tailored for me. Simple and easy to set up very pleased and highly recommended.

5 December 2018
Unprompted review
Rated 5 out of 5 stars

Polite and very clear when explaining…

Polite and very clear when explaining my product of interest. Happy to answer any questions and recap on areas that I wanted to ensure I understood clearly before committing. Didn't feel pressured or rushed at any point and the chap was very pleasant.

13 November 2018
Unprompted review
Rated 5 out of 5 stars

Black Lion insurance were great in…

Black Lion insurance were great in helping me get through the countless jargon and pitfalls when it comes to setting up insurance. I was thankfully recommended to them by a colleague and they made the process seamless ensuring I have the most appropriate policy for me.

10 October 2018
Unprompted review
Rated 5 out of 5 stars

I’m an IT contractor and I wasn’t sure…

I’m an IT contractor and I wasn’t sure if I was eligible for this cover, however, to my delight, not only could I have the cover, but I could pay it through my Ltd company. I was covered within an hour of getting in contact. Very prompt and informative service!

10 October 2018
Unprompted review

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