Strategic Wealth UK Ltd

If you received advice from Strategic Wealth UK Ltd you may want to check if you should be claiming compensation for mis-selling.

Strategic Wealth UK Ltd provided advice services on products such pensions and transfers.

Established in 2008 as Gibro Wealth Ltd, they became known as Strategic Wealth in 2013.


FCA Restrictions and Strategic Wealth UK Ltd

FCA restrictions were placed on Strategic Wealth UK Ltd in 2016. The firm was told to “Immediately cease all pensions business and pension related business… until such time as a Skilled Person appointed”

They were also ordered not to “…dispose of deal with or diminish the value of any of its assets without the prior consent of the FCA”

This also applied to their appointed representative, Synergy Wealth Ltd.

In December 2017, Strategic Wealth UK Ltd was told to immediately cease all regulated activity.


QROPS Schemes

Strategic Wealth UK partnered with specialist offshore advisers based in Gibraltar to provide QROPS services.

QROPs schemes are designed for people who are wishing to retire abroad and want to take their pension with them. They have been abused by financial advisers who have negligently used them as a vehicle to sell high-risk investments rather than the intended purpose.

It can be difficult to claim for mis-sold QROPS advice. The advice you received must be proven to be from a UK regulated firm or individual.

The Resort Group

Strategic Wealth UK Ltd is one of dozens of advice firms linked to claims against The Resort Group.

Latest on Strategic Wealth UK Ltd

They are currently in liquidation and were declared in default by the FSCS in April 2018.

The FSCS usually does this when they are satisfied there are protected claims against the firm which they would not be able to pay.


FSCS Claims

FSCS Claims brought by Strategic Wealth customers for mis-sold advice are currently being investigated relating to the Optimus Retirement Scheme.

There is a lack of evidence to suggest the advice clients received came from Strategic Wealth UK Limited. The FSCS said in an update earlier this year that…

“.. it appears to have been provided by SW being the Gibraltar-based entity and therefore outside the FSCS’ jurisdiction to protect claims.”

However, despite this the FSCS also stated they will consider claims from any customers of Strategic Wealth UK Ltd who feel they have received negligent pension advice to transfer into the Optimus Retirement Scheme.

Worried you may have been mis-sold?

If you are worried you have been affected by pension mis-selling – we may be able to help.

Whilst 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.

We offer a free initial assessment to see if you may have been mis-sold. It’s simply a brief chat with one of our trained assessors.

Our assessment is free and there’s absolutely no obligation to use our service if you have case.

Key Facts

Previously known as Gibro Wealth Ltd
Declared in default by the FSCS in April 2018 and are currently in liquidation
Mis-sold advice claims relating to the Optimus Retirement Scheme are currently being investigated by the FSCS

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.

Rodders Hewitt
Pension Claim Consulting Ltd ...have for me done a great job ...within the expected time scale ...Couldn't have asked for more
Phil C
Thank you to all at PCC. My claim was managed brilliantly and was successful. I can highly recommended their services. Thank you once again
Christopher Fraser
After identifying a concern regarding my pension, I sought advice from Pension Claim Consulting. The response and customer service was swift and amazing. The courtesy and care taken throughout the whole process was phenomenal. The consultant’s communication from start to finish filled me with confidence that PCC do exactly what they state and were on hand whenever required. The level of understanding, empathy for the frustrations, and patience is by far the best I’ve witnessed. I cannot thank PCC enough for their outstanding work ethic and dedication to customers/clients. If you have any concerns at all regarding your pension, then I would highly recommend that you get in touch with them.
Andy Yates
Fantastic service, so impressed with Pension Claims Consulting. None stop updates throughout and everyone who works there was so helpful and supportive in every way. Thank you so much for getting my pension back.
Robert Manningham
Pension Claim Consulting Ltd successfully won a case on my behalf following misguided advice I received in relation to my pension. They were most proactive in the process and kept me fully informed every step of the way. I have no hesitation in recommending their services.
Deanamo 84
Very professional, very thorough and very good at what they do. Always at the end of the phone or email for any questions at anytime throughout the process. I can’t recommend them enough.
Roger King
Pension Claim Consulting managed to reclaim some of my pension by constantly chasing the company that fraudulently took my money. I though that I had lost everything. I cannot thank them enough on recovering some of my pension back.
Susan Stringer
Excellent standard of service. The claim was protracted substantially by virtue of opponents trying hard to not accept any responsibility for their actions and not return the pension fund. PCC kept me fully informed throughout the process, obtained an excellent result for me.They also kept chasing the opponent when little action was taking place from them. The staff were always pleasant and helpful to deal with and very encouraging when I felt my claim was doomed to failure. I can not praise highly enough
Paul Wilshaw
Very professional and informative from the beginning of our 5 year relationship. They talked me through every step of the process with what to expect. I would recommend Pension Claim Consulting to anyone who wants an honest and professional service.
Bill Cass
Great team and they will get the best outcome they can always kept informed the process took a longtime not because of anything pension claims consulting did purely the pension sip provider playing games i would 110% recommend this company to pursue your claim without doubt best thing i have done they didn't give up on my claim even though I had given up on any good outcome however finally resolved and paid thank you pension claim consulting
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.