Poor advice or negligence by a Financial Advisor or Financial Broker?
- No Win, No Fee
- 17 years of experience
- 95% success rate
- Over £150 million recovered
- 1000’s of successful clients
You may have required the services of a financial advisor, such as an independent financial advisor (IFA), a Bank, or insurance broker. You may have relied on their advice to make financial investments such as pensions and ISA’s. They are regulated by the Financial Services Authority and bound by a code of conduct, which includes to generally treat customers fairly. They are under a duty to properly investigate your financial needs and recommend financial products that are appropriate for your situation and after consideration of your appetite for risk.
Financial advisors can fail to properly consider many of these things and when this happens and you suffer a financial loss on your investment as a result, you may be entitled to claim for your losses.
They are under a duty to properly investigate your financial needs and recommend financial products that are appropriate for your situation
Examples of Financial Advisors’ and Financial Brokers’ negligence includes:
Part of Wixted & Co and established in 2001, we’ve supported thousands of clients in recovering financial losses caused by professional negligence and financial mis-selling. We are an award-winning team of experienced solicitors providing a professional yet approachable service to every client.
What sets us apart?
With 17 years of specialist expertise, we meticulously obtain and analyse key documents from financial advisers, banks, and other providers. We apply our in-depth knowledge of contract law and negligence to identify grounds for action and submit comprehensive complaints. This careful approach has resulted in successful outcomes for the vast majority of our clients.
We offer an absolute and guaranteed No Win, No Fee agreement, it’s that simple. If successful, we take a fee of up to 20% (plus 4% VAT) * Of the award of compensation. If unsuccessful, our clients pay us nothing.
* We reserve the right to apply a deduction in more complex or higher risk cases of up to 30% plus VAT. Typical examples might be where there are multiple parties to claim against, where time limits for claiming may have passed or new areas of law are tested.
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