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Alan Melville

Alan received a lump sum after being made redundant in 2008 and soon after the money was put into Halifax he was encouraged to speak with a financial adviser. Alan thought this was a sensible thing to do and arranged an appointment at his local Halifax branch.

He was advised to invest a significant amount of £20,000 into an ISA and a Collective Investment Plan and agreed. After 2 years he decided to close his investment and after taking into account withdrawals he had previously made and some income he received he had lost over £700 from his original lump sum.

We wrote a report and sent the claim to Halifax arguing that it was wrong to recommend Alan to invest in the UK Equity Fund as it contained too much risk for someone who had never invested before. We also added that Alan was talked into making the investment without giving him enough time to consider what he really wanted to do with his money.

Halifax looked into the advice they had given to Alan over 10 years earlier and agreed that it was not suitable for him at that time. We requested that Halifax refund any money Alan had lost and also pay him what he could have earned had he left his money where it was with interest on top. This resulted in Alan receiving a payment of £1,569.

*amounts reclaimed for customers are before the deduction of our fees.

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Customer Stories

We've helped thousands of people win compensation as a result of unsuitable financial advice.

Please note the amounts shown are before the deduction of our fee which is 40% plus Vat – total 48%.

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
William Thornley from Bolton got back £21,400 from Halifax
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
Alan Parton from Bolton got back £15,500 from Lloyds
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.
Stuart Snowden from Hull got back £7,000 from Santander
William Miller This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
William Miller from Yeovil got back £37,900 from Lloyds
Margaret Long I am so grateful to your company but especially to Steve Wise for getting me the money back
Margaret Long from Stockport got back £1,500 from RBS/Natwest
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.
Janet Rynkiewicz from Manchester got back £26,700 from Halifax
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.
Fred Hardman from Rossendale got back £6,916 from Halifax
Stephen Montague Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,000.
Stephen Montague from Hull got back £10,000 from Lloyds