Building on our financial services and claims background, we are proud to have achieved success on hundreds of cases, which have improved the financial wellbeing and brought justice and compensation for our Clients. Some examples of these are here:
Real life case study 1:
Dr A was advised to set up additional pension provision via a product with Sun Life Financial of Canada, instead of paying extra contributions to a pension scheme provided by his employer, the NHS.
Following our intervention Dr A was given two offers in February 2013, by Sun Life Financial of Canada. Option 1 was to have £110,559.68 paid into a pension plan provided by Sun Life of Canada. Option 2 was an offer of £107,562.83 direct to Dr A.
Real life case study 2:
In 2011, Mrs W was advised to transfer her Cheshire Final Salary Pension fund into a SIPP, to hold two alternative investment products, which have subsequently fallen in value.
Having engaged our services Mrs W’s was offered the maximum compensation available of £50,000 from the FSCS, in August 2015. This amount was paid direct into Mrs W’s NatWest bank account.
Real life case study 3:
In 2010 Mr J was advised to transfer his Personal Pension into a SIPP, in order to hold one alternative investment product.
Having engaged our services Mr J was paid £17,000 by the FSCS in April 2015, however, following further intervention with the FSCS, we were able to achieve a further £24,000 in compensation, following the FSCS’s decision to agree with us, on the value of Mr J’s investment. Therefore a total of £41,000 was paid due to poor financial advice and total loss of the alternative investment held within his SIPP. This amount was paid direct into Mr J’s TSB account.
Real life case study 4:
In 2010 Mr M was advised to transfer his Final Salary pension into a SIPP, in order to hold two alternative property investment products.
Having engaged our services, Mr M was paid £50,000 by the FSCS in May 2015, as settlement of his claim, due to poor financial advice and total loss of one of the investments held within his SIPP. This amount was paid direct into Mr M’s Lloyds bank account.