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Graeme Baker from Skegness got back £7,550 from Halifax

In 2003 Mr Baker sold his home and when he received the sale proceeds he was encouraged by Halifax to meet with one of their financial advisers.

Mr Baker explained his personal circumstances to the adviser and agreed that he was a ‘low’ risk investor. As such the adviser recommended that Mr Baker should invest £108,000 into a Guaranteed Investment Bond as this product meant that he would not lose any of his capital if he left the investment in place for 5 years. This sounded good to Graeme and he accepted the advice he was given. Graeme cashed in his investment after 4 ½ years to buy a new home and it had grown in value by over £16,000.

Graeme saw our Facebook ad and wondered if we could help him so contacted us. We looked at the advice he had been given and agreed that the Guaranteed Investment Bond was a suitable investment for him. However, Goodwin Barrett believed he was recommended to put too much of his available money into a Bond which could have lost money if he had to cash it in at the wrong time.

We sent our claim to Halifax explaining why Graeme was advised wrongly and that he should not have exposed so much of his money to even a low level of risk. After investigating his case they agreed with our findings and paid Mr Baker £7,579 – this amount covered the position he would have been in had he invested half of the amount he did.

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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.