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Norman & Margaret Ashton from Bolton received £8,660 - Halifax

Norman & Margaret Ashton

Mr & Mrs Ashton were contacted by Halifax back in 2002 because they had paid in a cheque, the proceeds of a maturing endowment policy. They were encouraged to transfer it into ISAs which over a period of time lost money. This was particularly disappointing as they could not afford to lose money in this way, although they finally surrendered the investments in 2008 in an attempt to prevent further losses. In 2013 having seen an advert in their local newspaper they contacted Goodwin Barrett and spoke with Senior Claims Adviser Steve Wise to discuss their experience.

Mr & Mrs Ashton were advised that simply complaining on the basis that they had lost money would not be successful and with no paperwork, detailed enquiries would have to be made on their behalf. Once the investment information had been obtained and, following a detailed discussion about Mr & Mrs Ashton’s circumstances at the time the ISAs were sold, it became apparent there were errors in the advice.

A detailed report was sent to Halifax asking them to investigate. Within a few weeks a reply was received from Halifax agreeing that the advice was unsuitable and awarding Mr & Mrs Ashton £8,660. A delighted Mr Ashton in a letter of thanks said “I feel I must write to say how pleased I was about the result” and went on to say “I was treated very well by the staff, who advised us and kept us informed every step of the way”

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Customer Stories

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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
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
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.
William Miller This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
Margaret Long I am so grateful to your company but especially to Steve Wise for getting me the money back
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.
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.
Stephen Montague Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,700.