David Mitchell from Dumbarton received £14,400 - Lloyds
Mr Mitchell was encouraged to meet with a Lloyds TSB adviser after he had retired from work. A unit trust was recommended which subsequently lost money.
Mr Mitchell spotted our advert in a national newspaper and called our office to speak with one of our expert claims advisers. Having assessed his circumstances both personally and financially at the time of the sale it became apparent that the advice given by Lloyds TSB may not have been suitable. The client was in poor health having had to retire early which was not taken into account by the adviser
A detailed complaint was submitted to Lloyds TSB highlighting the concerns identified. The bank agreed that the advice was unsuitable and agreed to pay the client £14,400.
Mr Mitchell commented “Following only one phone call my claim was satisfactorily settled within 2/3 weeks. Absolutely delighted with the service”
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