James Willis from Liverpool received £7,500 - AW Chase
When Mr Willis retired with a lump sum from his employer he turned to an Independent Financial Adviser for advice about how to top up his income in retirement.
He made it clear that he could not afford to lose money but understood that there may be highs and lows. The adviser recommended an ISA and Investment Bond. Mr Willis left his money invested for 12 years and when he eventually cashed it in he barely broke even. He was very disappointed and asked us to look into his case.
We discovered several flaws in the advice, including no discussion about paying off his mortgage before investing his money and his attitude to risk not being properly assessed meaning an unsuitable product was recommended.
Despite not losing any significant amount we claimed back over £7,500 for James Willis from his advisers.
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We reported our findings to Halifax and within a matter of weeks had secured our client the sum of £26,700 in compensation.
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Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,700.