Mr and Mrs A received

Mr and Mrs A obtained a significant capital sum following the sale of their family home and intended to use this money to supplement their income for future living costs. They did not want to expose this capital to any level of risk and considered themselves to be cautious investors.

We successfully recovered over £30,000 for them…

A financial adviser at their bank wrongly recommended that they place a significant proportion of their capital into high risk funds, without properly advising them of the potential consequences of doing so. This resulted in their £100,000 investment falling to a value of little over £80,000.

We acted on their behalf and sought compensation for lost capital and interest that could have been obtained from a more suitable investment in line with their risk attitude. We successful recovered over £30,000 for them.

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