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Andrew Black from Whitley Bay got back £1,385 from Lloyds

In 1999 Andrew was working as an IT Trainer and had managed to save money from his income. Whilst in his local branch he was introduced to a financial adviser so he could discuss the various options he might have for his savings.

Andrew was advised to invest £3,000 into an ISA for a term of 5 years or more as this could potentially provide tax free growth over time. His money was placed into UK Growth Fund which invested in shares.

Andrew needed to access his funds around 18 months later and received the amount of £2,668.98 losing just over £330.

Andrew saw our ad on the internet and contacted us asking if we could assist him. We reviewed the advice he was given and identified that the funds recommended were too high in risk for someone investing for the first time.

We sent our claim to Lloyds explaining why Andrew was advised wrongly. After investigating the case Lloyds agreed with our findings and paid him £1,385 to compensate for the unsuitable advice he had received. This amount covered the position he would have been in if he had kept his money on deposit.

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Customer Stories

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

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

Figures shown are before the deduction of our fee.