How to Claim
We’ve made the process of claiming for a mis-sold investment or pension simple and hassle-free.
If you’ve been a victim of investment or pension mis-selling, we can help you pursue compensation. Our experts will handle your claim from start to finish, and if successful, we’ll aim to return your money to your bank account within the shortest possible time.
Claiming for mis-selling – 5 easy steps
1. Call our friendly team of experts
Call us on Freephone 0808 163 1659. We don’t use a call centre – you’ll be put straight through to one of our expert advisers. They’ll ask you some questions about the investment or pension and your situation, taking care to understand your particular circumstances, and explaining every part of the claims process to you carefully. If you’re not sure you qualify for a claim, don’t worry our experts are here to guide you. They’ll usually be able to determine whether you’ve been mis-sold over the phone – and tell you if you can start a claim.
2. We’ll send you a claim form
If you can reclaim money from a mis-sold investment or pension, we'll ask your permission to start the claims process there and then. If you wish to claim for compensation, we'll arrange for our private courier service to visit you to sign the necessary forms. There are no long and complicated packs to complete and the appointment usually only lasts around 10 minutes. Using a courier service means we can operate a fast and secure claims process and it's at no cost to you. The sooner we get the signed forms back, the quicker we can get to work on reclaiming your money.
3. Your dedicated claims expert will get in touch
- No upfront fees are required to start your claim.
- You won’t have to pay anything unless we succeed with your claim.
- Your compensation will normally be paid directly to you if your claim is successful.
- Typically, we’ll settle investment claims within 8 weeks
If you cancel after 14 days and we have already submitted your claim, and an offer of compensation is subsequently made, we will charge our full fee as per our T&Cs - our fee is 40% plus VAT - total 48%.
Average time taken from submission of claim to offer of compensation (investment claims only, pension claims can take longer)
We pride ourselves on providing exceptional customer service. That’s why you’ll be given a dedicated claims expert who’ll act on your behalf throughout the claims process. Your expert will prepare a detailed report to send to your bank with our claim for compensation. They’ll use their personal expertise in banking, investments and pensions to ensure your claim has as much chance of success as possible.
4. We’ll keep you informed
Your claims expert will keep you informed and up-to-date at every stage along the way. We’ll contact you by phone, letter, email and text message with details of your claim, your claim progress, and any developments which may affect your claim. We want to make sure you understand every step being taken to reclaim your money from your bank.
5. Your money is paid directly to you
If your bank agrees to compensate you and pay out a settlement, we’ll notify you immediately. Your money will usually be paid directly into your bank account, and only at that point will our fee be payable. If we’re not successful in claiming, you won’t have to pay us a thing.
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compensation from Halifax
compensation from Santander
Why choose us?
- Hassle-free process.
- No lengthy paperwork to complete.
- Your own dedicated claims expert.
- Claims settled within 8 weeks on average.
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
We've helped thousands of people win compensation as a result of unsuitable financial advice.
Please note the amounts shown are before the deduction of our fee which is 40% plus Vat – total 48%.
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
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
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.
This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
I am so grateful to your company but especially to Steve Wise for getting me the money back
We reported our findings to Halifax and within a matter of weeks had secured our client the sum of £26,700 in compensation.
After we sent a detailed complaint to Halifax, Fred was delighted to receive £6,916 from the bank in a matter of weeks.
Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,000.