Moneywise Financial Advisers Ltd

If you received advice from Moneywise Financial Advisers Ltd, you may want to check if you should be claiming compensation for mis-selling

Moneywise Financial Advisers Ltd was formed in 2012 and was based in Aberdeen.  As of 2017 they are no longer authorised by the Financial Conduct Authority (FCA).

In 2014, the FCA placed restrictions on the firm regarding pension switches and transfers, especially regarding SIPPs. 

Complaints have been made against Moneywise and advice to invest in Storefirst through SIPPs.

In 2016 they were declared in default with the FSCS. 

How does Pension Mis-selling happen?

Pension mis-selling often happens as a result of bad financial advice. When making a financial recommendation, such as pension transfers or investment, advisers have a duty to consider:

  • the client’s needs and circumstances
  • the level of risk they are willing to take

Most Financial Advisers do work in the best interests of their clients and follow the regulations. Unfortunately, some have exposed their clients to unsuitable risks and losses as a result of the advice they have given.

If you have received unsuitable financial advice from a regulated Adviser or firm, you may have been mis-sold. 

What can you do if you think you’ve been mis-sold your SIPP by Moneywise Financial Advisers Ltd?

If you were advised to transfer into a SIPP and you have concerns about the advice you received or the investments within the SIPP, we may be able to help.

We offer a free initial check to see if you may have been mis-sold. It’s just a simple chat with one of our team who can briefly assess if you may have a case. There’s no obligation to use our service. 

See what our clients think of us on Trustpilot

Key Facts

1
Advised people to transfer their pensions into SIPPs which had unsuitable investments
2
These investments include Storefirst
3
No longer trading but claims may still be made for mis-sold pension advice

We win more than 9 out of 10 claims

The cost of our service is 15% + VAT on the total monies awarded for a successful claim. Our cost is also priced capped at one of the lowest rates.

Robert Pemberton
2022-04-11
Antony Stroud
2022-04-08
Excellent company, would definitely use again, they never gave up
Junior Geener
2022-03-20
always kept you informed has to what was going on .I'd recommend pension claim to anybody
Ian Gaynor
2022-03-14
A thoroughly positive result and experience. In all honesty I didn't have much hope of any success following a truly dodgy pension investment. I spent years angry at myself then decided to let these guys have a go on my behalf. It took hardy any effort on my part and they kept me fully informed, then out of the blue I got a call saying they have won all my pension back plus more and within days it hit my account. Thrilled with their effort and professionalism. I dealt with a few different staff and all were informative, polite and helpful. I great end to a terrible situation. 100% genuine review and I cannot recommend them enough. Thank you.
Grace Anderson
2022-03-11
Pension Claim Consulting were a Godsend. I was told about them by a friend who had also invested in a pension. They kept me informed on the progress of my claim with regular updates and answered my queries with patience and professionalism. There percentage for on behalf was also lower than expected. I can't thank them enough
adrian buck
2022-03-10
Keith Wilkins
2022-03-09
Very thorough and achieved the goal regarding compensation in full. Took a while but was worth the wait
Mark Holmes
2022-03-08
Excellent service. Great result.
michael dixon
2022-03-08
I was approached by Pension Claim Consulting after the company that was handle ing my SIPP had been investigated by the Financial Ombudsmen and informed me i had a case, with this information given to me i agreed to let them represent me in trying to reclaim my investment. All through the process i was informed of every step and on a regular basis even though it took many months the outcome was successful and i was reimbursed fully. This is a fantastic company to work with and dedicated staff who know their business. Many Thanks. Mike Dixon.
Roderick Turnbull
2022-03-08
Important Information!

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.