"One of the UK's leading specialists in financial mis-selling…"
The Times
Mr H from Berkshire consulted a financial adviser for retirement planning. He made it clear that he required a low-risk investment option to secure capital and generate a modest return.
Despite his clear preference for low risk, he was advised to transfer £33,000 of his pension into a property fund with a risk level far beyond what he was comfortable with. The adviser failed to disclose that the scheme was unregulated and prone to volatility.
Over just four years, the entire investment was lost. Mr H approached us for legal help to recover his financial losses, including the lost capital and interest.
Although liability was initially denied, we proceeded with court action. Before a court hearing, we successfully negotiated a settlement. Mr H received £50,000 in compensation.
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After selling their family home, Mr and Mrs A sought to invest cautiously to support their retirement. Their financial adviser recommended high-risk funds—without fully explaining the risks. Their investment dropped in value, but we successfully recovered over £30,000 in compensation.
After selling their home, retired couple Mr and Mrs L invested £95,000 into bank-recommended funds meant to safeguard their future. The high-risk nature of the investment caused a loss of over £40,000. We acted on their behalf and recovered £47,000 in compensation.
Mr R had a pension fund worth over £340,000 and was advised to invest it in a plan drawing £20,000 annually. The investment's value declined, and delayed annuity purchase led to reduced income. We secured £80,000 in compensation for him.
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You do not need legal representation to make a financial services claim. You can complain yourself at no cost and under FCA rules, the financial services provider must provide a response. If you feel this is unsatisfactory, you can complain to the statutory redress bodies, the FOS and FSCS who can award you compensation. This is a free service.
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