Organic Investment Management were an investment management firm that provided discretionary fund management services.
In 2018, the FCA imposed restrictions on the firm, which meant they had to cease all regulated activity, including managing investments.
Prior to this, they had received numerous warnings from the FCA amid concerns about illiquid and potentially high-risk investments in their fund manager’s portfolios.
The FSCS declared several advice firms, who had advised clients to invest in Organic’s portfolio, in default.
Advisers connected to Organic Investment include:
Organic Investment Management was declared in default by the FSCS in March 2020.
Claims have been made relating to self-invested personal pensions, personal pension transfers, pension advice and investment portfolio activities.
In particular, the way they administered their DFM services and the potential risk caused to their customers due to their portfolios’ exposure to illiquid high-risk assets.
The company was dissolved in December 2020.
Mis-sold financial advice is one of the most common factors involved in mis-selling and examining the advice you received is the first step in assessing if you have a case.
The advice you receive regarding a financial product, such as a pension transfer or SIPP, must be conducted in a fair way that is not misleading.
The answers to these questions may indicate you have been mis-sold and mean you should be exploring making a claim.
If you are concerned that the advice you received may mean you’ve been mis-sold – we may be able to help.
We offer a free no obligation consultation.
While each case is individual, as mis-selling specialists, we know to look for certain signs that in our experience indicate that mis-selling may have happened.
Our assessment is free, and there’s absolutely no obligation to use our service if you have a case.
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.