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David Herd from Stansted got back £5,550 from Lloyds

In January 2001 David had built up some savings over time. He was speaking with a financial adviser about his retirement planning and the conversation moved on to investing as this could make his savings work harder for him.

David was advised to invest £7,000 into a Stocks and Shares ISA for a term of 5 hears or more as this could potentially provide tax free growth over time. His money was placed in the UK Growth Fund which invested into UK shares. He left the investment in place for over 5 years until he needed to access it to purchase a property. When it was cashed in David received £5,964 losing over £1,000.

David 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 UK Growth Fund recommended was too high in risk for someone investing for the first time. We also believed that he invested too much of his money.

We sent our claim to Lloyds explaining why David was advised wrongly. After investigating the case Lloyds agreed with our findings and paid him £5,584 to compensate for the unsuitable advice he had received. This amount covered the position he would have been in if he had invested in a more suitable area.

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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.