Mis-sold Investment Specialists - Call For a Free Expert Claims Assessment
0808 163 1659

Daphne Soule from Manchester received £400 - Halifax

Daphne Soule

Mrs Soule had been through a difficult period in her life following the loss of her daughter and went to Halifax to ‘put some money away’ for her grandson as her daughter had wished. The bank was only too pleased to help but tied up Mrs Soule’s money for five years in an Investment Bond which had a guarantee at the end of the term if the funds were left in place. Being financially naive and trusting Mrs Soule was happy to agree. However, Mrs Soule required access to this money within the five years in order to support her grandson and was forced to make withdrawals when they were required.

The complex nature of the investment was confusing to someone who had never invested previously and Mrs Soule had no idea of how much money was left for her and asked us if we could help. After reviewing Mrs Soule’s case we established that after taking into account the withdrawals she had made there was a profit on her investment of £1,300. Mrs Soule was grateful that we had been able to explain to her what had happened and she had peace of mind that her situation was not as bad as she first feared.

However, we still believed Mrs Soule would have been financially better off keeping her money in a deposit account and reported these findings to Halifax who agreed and paid Mrs Soule £437 in compensation.

Learn more about Halifax investment Mis-selling

Request a call back

If you'd like us to call, please fill in your details

Why choose us?

  • Hassle-free process.
  • No lengthy paperwork to complete.
  • No upfront fees. *
  • Your own dedicated claims expert.
  • Claims settled within 6 weeks on average. **
  • Over £90 million reclaimed for clients. ***
More About Us

Speak to our friendly experts

If you feel you've been let down by your bank or financial adviser please call us.

Call today 0808 163 1659

Customer Stories

We've helped thousands of people win compensation as a result of unsuitable financial advice.

William Thornley I’m absolutely delighted with the service we got from Goodwin Barrett, I couldn’t believe how easy it was and i’ve nothing but praise for them
William Thornley from Bolton got back £21,400 from Halifax
Alan Parton This was an excellent result which my wife and I never expected. My sincere thanks to you for such an excellent achievement, I cannot thank you enough
Alan Parton from Bolton got back £15,500 from Lloyds
Stuart Snowden After sending a report to Santander, they agreed with our findings and awarded Mr Snowden an amount of £7,000 made up from a refund of the losses together with interest and compensation.
Stuart Snowden from Hull got back £7,000 from Santander
William Miller This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
William Miller from Yeovil got back £37,900 from Lloyds
Margaret Long I am so grateful to your company but especially to Steve Wise for getting me the money back
Margaret Long from Stockport got back £1,500 from RBS/Natwest
Janet Rynkiewicz We reported our findings to Halifax and within a matter of weeks had secured our client the sum of £26,700 in compensation.
Janet Rynkiewicz from Manchester got back £36,700 from Halifax
Fred Hardman After we sent a detailed complaint to Halifax, Fred was delighted to receive £6,916 from the bank in a matter of weeks.
Fred Hardman from Rossendale got back £6,916 from Halifax
Stephen Montague Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,700.
Stephen Montague from Hull got back £10,000 from Lloyds