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If you have been recommended to invest into a plan which did not suit your risk profile or if the risks were not explained properly, it is deemed as inappropriate advice and investment claims can be made.
For example, over the past decade many bank and building society cash investors were recommended to switch their savings to “higher risk” products such as with Profit Bonds, Stockmarket Backed Unit Trusts, OEICs or ISAs. Some banks and building societies incentifised their staff by paying commissions and bonuses if they switched clients out of cash accounts. Commissions were charged to the product recommended and paid for by the investor.
In many cases the advice did not suit investors and the risks were not fully explained.
For example, The Telegraph reported on the 11th December 2013 that the Lloyds / Halifax had been heavily fined with investment claims by the Financial Conduct Authority (FCA) for mis-selling investments between January 2010 and March 2012.
If clients of the Lloyds, Halifax or any other bank / building society investors have lost money as a result of switching out of their cash savings account and into a riskier product, they can now make a claim for compensation if the risks were not fully explained at outset.
Call us or contact us online and tell us about your own experience and we will confirm whether or not you can make a claim.