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Mis-Sold Investments

Whether your investment was made through a Self-Invested Personal Pension (SIPP) or through a SSAS or Investment ISA, all investments carry an element of risk.

But… some investments expose your money to more risk than others, and it’s the job of your Financial Adviser (IFA) to make sure that the investments they are putting you in are suitable. 

putting you in are suitable for you.

?  Potential risks and hidden costs weren’t explained to you.

? Your adviser reviewed your existing pensions and only recommended you transfer them into a SIPP.

? Your adviser did not explain changes to tax rules could affect your investments.

? Your adviser recommended a SIPP but did not specify investments within the SIPP.

? You were contacted out of the blue by an introducer promising high return investments.

? You lacked experience in managing investments.

Still unsure about your position?

We know that finding the right team to help can be tricky, so we put together a few FAQs when it comes to possible Investment mis-selling.

How do I know if I've been Mis-sold?
  • You received a cold-call offering a free Pension Review which advised you to transfer your pension.
  • You weren’t given the full range of options.
  • You weren’t asked about your personal circumstances.
  • You were advised to invest in high-risk ventures such as Store Pods, Car Parks, Farmland & Overseas Property.
  • You are aged 55 and over and cannot access your pension money because you cannot sell the SIPP investment.
How do I start my claim?
Our claims process is straightforward. You get in touch for a free, no obligation consultation (or arrange a time for us to call you).

Once we have all the information we need and you have given us the go ahead, we will begin our investigation and your journey to compensation.

What are your fees?
We’re proud to say that our fees are amongst the lowest in the industry and are charged at 18% (That’s 15% + VAT).
What is your success rate?
Since launching in 2015, we have lost only one case, our success rate is amongst the highest in the claims management industry and is currently 99.9%

What does a Mis-sold Investment look like?

Mis-sold Investments are often the cause of a financial adviser’s negligence when advising you.

If you invested in high-risk products, and didn’t want to take big risks with your investments then your financial adviser may be negligent if they advised you invest your money or pension into things like:

Land Banks

Land waiting for planning permission.

Overseas Investments

Hotels, Houses, Forestry, Plantations…

Parking Spaces

Parking spaces at airports and town centres.

Storage Pods

Storage Units for renting out.

Want to know more?

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