A Swansea IFA says Friends Provident is trying to poach his clients again
despite his demand that the company takes them off its mailing lists.
Hartley Greatbatch & Co IFA Keith Lewis is angry that one of his clients
has been invited to one of Friends' inheritance seminars although he asked
the company to remove his client's name after a similar invitation more
than a year ago.
Friends says its local branch is at fault and the invitation went out
without checks being done to avoid a crossover between the IFA and
But Lewis claims the Friends is “attacking” his client base. He says he
has also received the invitation, which he puts down to being a paid-up
Friends policyholder himself. The deceased wife of his next door neighbour
has also been invited.
Friends spokesman Jim Murdoch says: “IFAs are our bread and butter so we
do not want to cause them upset. This should not happen. We need to correct
it. IFAs should contact us if they have the same problem.”
Lewis says: “Every IFA should know Friends Provident will possibly sooner
rather than later attack their client list and they have no control
internally on checking client lists they are using and they probably don't