James McCann from Rochdale received £3,100 - Halifax
Mr & Mrs McCann had recently paid the proceeds of the sale of a house into their Halifax account. At this time, they were approached by the bank to speak to a financial adviser and he recommended Mr & Mrs McCann invest £15,000 into a Personal Investment Plan for the medium to long term. Mr & Mrs McCann thought this would be a sensible option as they were approaching retirement and they needed to be financially secure.
However, Mr & Mrs McCann noticed that their investment was falling in value, which came as a surprise to them as they were not informed that they could lose money on this investment. They felt that they could not afford to lose any more money so decided to cash in their investment.
The couple called our offices to see if we could help. After a thorough investigation we established that it would have been more appropriate to place their money in a no risk investment, especially as they had never taken risk before and the investment was far from “safe” as they were informed.
After sending a report to the Halifax, they agreed with our findings and awarded Mr & Mrs McCann an amount of £3,178 made up from a refund of their losses together with interest and compensation.
Mrs McCann said that she was “very happy with the outcome” and had received a “brilliant service”.
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.
- Over £80 million reclaimed for clients.
- Award-winning business.
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
We've helped thousands of people win compensation as a result of unsuitable financial advice.
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
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
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.