Ann Cutts lost her husband following a short illness and received funds from his pension scheme.
Understandably, Mrs Cutts was devastated at this time but nevertheless agreed to meet with a Financial Adviser at Halifax to discuss the best place for her money.
Mrs Cutts had never invested money before so trusted the adviser when he recommended her to invest a substantial amount in a Bonus Bond, which was linked to the Stock Market and therefore carried a significant element of risk.
Even though Mrs Cutts actually made a small gain on this investment she could have received better returns had it been placed in a more appropriate area. We complained to Halifax on behalf of Mrs Cutts and argued that she should not have invested so much money and certainly not at such a distressing time.
Halifax agreed and paid Mrs Cutts £6,200 within 2 weeks of receiving our claim.
*amounts reclaimed for customers are before the deduction of our fees.
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