Mis-sold Investment Specialists - Call For a Free Expert Claims Assessment
0808 163 1659

Chris Urack from Dyfed got back £2500 from Lloyds

In September 2000 Chris had just completed his masters degree and was looking forward to establishing a career in teaching. Chris wanted to put away some money on a monthly basis for the future and so arranged a meeting with a financial adviser from Lloyds to discuss his options.

Chris was advised to invest £50 a month into a Stocks and Shares ISA as this could provide growth over the longer term giving tax free returns. After discussing his preferences the adviser recommended him to invest into the Environmental Investor Fund as this area was important to him. Chris continued to invest for the next few years and made some withdrawals when required.

Chris saw our online ad and contacted us asking if we could assist him as some of his investment was still in place. We reviewed the advice he was given and identified that although Chris was happy to invest in an environmentally friendly fund this was significantly too high in risk for someone investing for the first time.

We sent our claim to Lloyds explaining why Chris was advised wrongly. After investigating the case Lloyds agreed with our findings and paid him £2,527 to compensate for the unsuitable advice he had received. This amount returned him into the position he would have been in if he had invested in a fund with more suitable lower risk.

Learn more about Lloyds investment Mis-selling

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.
  • Your own dedicated claims expert.
  • Claims settled within 8 weeks on average.
More About Us

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

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.