Derek Bullock from Manchester received £7,200 - Phoenix Life
A representative of Britannic Assurance (now Phoenix Life) advised Mr Bullock to save £100 per month to build up a nest egg for his retirement.
The plan began in 1999 and went on for 10 years when Mr Bullock cashed it in getting back £2,000 less than he had actually put into it. He asked us for help having seen our advert in his local paper. He did express some reservations about whether we could help given how long ago it was. We took on his case and started our investigations. We soon discovered serious flaws in the advice given and put together a detailed report to his investment provider.
Within 9 weeks we had secured him a compensation payment of just over £7,200.
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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.
This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
I am so grateful to your company but especially to Steve Wise for getting me the money back
We reported our findings to Halifax and within a matter of weeks had secured our client the sum of £26,700 in compensation.
After we sent a detailed complaint to Halifax, Fred was delighted to receive £6,916 from the bank in a matter of weeks.
Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,700.