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James Riley

Mr Riley had taken early retirement and received a lump sum which he was happy to leave in a savings account. He was encouraged to see a financial adviser from CIS to discuss his finances and they met at Mr Riley’s home.

Mr Riley and his wife had never invested money before but were advised to invest a total of £20,000 into a Stocks and Shares ISA and Unit Trusts within the UK Growth Fund. After only 3 ½ years the value of the investment had fallen significantly and when cashed in the couple lost almost £6,000.

We sent our claim to Royal London explaining that Mr & Mrs Riley should not have been advised to invest their money as he was retired and therefore taking risk with their money was wrong.

 Royal London investigated this claim and agreed with Goodwin Barrett. This resulted in a payment to Mr & Mrs Riley of £14,286.

*amounts reclaimed for customers are before the deduction of our fees.

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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