Mis-Sold Investments
BREAKING NEWS: Have You Invested with St. James Place in the last 10 Years?
You could be due compensation even if your investment/ pension pot is doing well.
St James’s Place are presently paying back Millions to clients for unwarranted service review charges.
Check for free if you qualify:
Inexperienced with Investments when given advice? Told your loss was due to market conditions?
This was the normal excuse given by Banks and Financial Advisors for poor performance between 2001 and 2012, but was not necessarily true. Often the loss was because the advisor put you into too much risk or invested too much of your savings. Please click link below for us to check. No Paperwork Necessary from old investments as we retrieve the details.
All advised investments are applicable, including Investment Bonds, ISA’s, Portfolio Accounts, Personal Investment Plans, OEICs, and Capital Protected Products. Even if your recent investments taken after 2012 have performed well, you may be able to claim for ongoing service fees that you did not receive.
All work done, No Win No Fee!
Why Consumer Savings Network?
No Win No Fee
Experienced
Successful
Professional
There are several areas where investment advice can go wrong and a claim for compensation can be presented and won. Most include a breach of one or more of the FCA guidelines for fair business conduct and or the Treating Customers Fairly (TCF) initiatives.
Some of the most common mistakes include:
- Lack of adequate consideration of your current financial needs and reserves
- An assurance of higher returns than savings rates
- Failure to diversify your investment
- Failure to properly assess your current needs and future circumstances
- Not properly matching the investment to your attitude or aptitude with risk
- Not explaining the level of risk, or the best / worst-case scenarios
Please call 01565 817124 to discuss further or complete our Free Mis Sold Investment Check Form and we will let you know if we think you have a valid claim.
Meet the Experts
Ron Amoore
Ron Amoore (BA, UC Berkeley) is the founder and Managing Director of CSN. He has worked as a Director in the Financial claims industry for 15 years and his leadership has helped secure over £30M in financial compensation claims for clients who have been mis-advised and mis-sold financial products over those years. In addition, his background as a former NASDAQ and DOW Jones equities trader provides him with valuable insight into understanding the varying degrees of market volatility and risk associated with equity-based investments and the importance of not overexposing an inexperienced investor to too much risk. He is passionate about sound investment and pensions advice and making sure financial advisers don’t jeopardise precious savings or hard-earned pension pots by giving unsuitable advice.
Roy Gwinneth
Roy Gwinneth (FPC, Cmap, Qualified IFA) is our lead Mis-Sold Investments and Pensions Assessor and has over 30 years of experience working as a Pensions & Investments Financial Adviser for HSBC and Allied Dunbar. Roy understands the importance of matching one’s risk profile to suitable investment products and knows when a Pension has been suitably advised especially when being transferred out of a company pension and into a SIPP or other private pension. Roy also acted as an advisor to high-net-worth clients. and values the importance of regular reviews to ensure investments match the changing needs of one’s clients. Throughout his career, Roy has gained a deep understanding of the financial industry and has been able to help clients navigate complex financial situations. Roy’s expertise in financial assessment and his commitment to fair advice make him a valuable asset to our team.
Mis Sold Investments Compensation
You may have a Mis-sold Investment and entitled to compensation plus interest! Bank Advisers often mis-Advised investments, including Investment Bonds, ISA’s, Portfolio Accounts, Personal Investment Plans, OEICs, and Capital Protected Products, by not properly considering your circumstances.
What You Can Expect From Us
No Paperwork No Problem
Over the years, documents can get lost or destroyed. All we need are a few basic details like the name of the Bank or IFA who provided the advice and we’ll find out the rest. We will do the research for you, so you can just relax.
No Up Front Costs
Only pay if we win. This payment structure removes upfront costs and encourages us to work harder for your success. It’s a win-win situation for you and Consumer Savings Network.*
High Success Rate
High overall success rate for compensation claims made for our clients on cases where the claim is valid and client’s statement of truth is accurate.
*When your case is completed our fee is 25% plus vat (30% in Total) of your win – The fee is less for claims where £20k+ is awarded as per FCA guidelines.
Happy Customers
Also if the financial adviser or firm you used no longer exists, we can still make a claim for you through the FSCS (financial services compensation scheme), so long as they were FCA regulated. We will need some paperwork such as proof of investment and proof of surrender value (losses).
Consumer Savings Network is a claims management company. You do not need to use a claims management company to make your complaint to your bank. If your complaint is not successful you can refer to the financial ombudsman service for free.