Robert Roden from Manchester received £2,700 - Halifax
Mr Roden was purchasing his first home in August 1996. He sought mortgage advice from Halifax in order to complete on the purchase. In addition to making his new mortgage payments, Mr Roden was advised by the Halifax to make new regular contributions to an ISA. Mr Roden was happy to act upon this advice.
However, as this was his first owned property, Mr Roden found it difficult to maintain the payments to his ISA as well as meeting all his other financial obligations. He believed he had no option but to cancel the payments to the ISA and was disappointed to find that the value of the ISA was in fact less than the amount he had struggled to pay in.
Mr Roden approached us for our assistance. Investigation of Mr Roden’s experience clearly showed that the adviser had not given sufficient consideration to his cash flow requirements as a first time property owner. It was inevitable that the customer would be unable to fulfil the agreed payments to this savings plan which did not suit his risk profile.
We reported our findings to Halifax and Mr Roden was delighted when he was awarded £2742 to cover his losses, interest and compensation.
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.