Athena Wealth and theisaexpert.co.uk. are trading names used by Hamilton Rose Wealth Management Ltd.
Hamilton Rose Wealth Management was responsible for the advice. The Financial Ombudsman Service (FOS) upheld complaints against Hamilton Rose Wealth for the unsuitable pension transfer advice they had given.
After the FOS decisions, Hamilton Rose Wealth Management Ltd was declared in default by the FSCS in December 2021.
The FSCS usually makes a declaration of default when they are satisfied there’s at least one valid claim against the firm and that they are unable to pay compensation.
If Athena Wealth has given you unsuitable advice regarding your pension, you may be able to make a claim for compensation.
As Athena Wealth and theisaexpert.co.uk. are trading styles, claims would be made against Hamilton Rose Wealth Management Ltd.
Now Hamilton Rose Wealth Managmenet are in default, the FSCS will process all claims.
The FSCS has so far received 31 claims against the Hamilton Rose.
Of those claims, 17 relate to self-invested personal pensions (SIPPs) and the advice given by Hamilton Rose. The rest of the claims are about various investments.
If you are concerned about the advice you received and want to check if it may have been unsuitable (mis-sold) our free consultation can help.
It’s a simple chat with one of our experienced claims handlers to initially assess if we think you have a claim.
Our assessment is free and there’s no obligation to use our service.
You are not required to use our services to pursue your claim. You can also seek further advice or shop around subject to any time limits within which a claim must be made.
It is possible for you to present the claim for free, either to the firm or person against whom you wish to complain or to the statutory ombudsman (Financial Ombudsman Service or Pension Ombudsman Service) or the Financial Services Compensation Scheme, whichever is applicable to your claim.