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Jennifer Penlington from Elgin got back £677 from Halifax

Jennifer worked hard and had always saved, building up a lump sum in her savings account. Halifax invited her to meet with one of their financial advisers to discuss the various options she might have to make better returns than deposit accounts offered. Jennifer thought this made sense and agreed. She was advised to invest into a range of investments, all of which were Halifax products. She invested a total of £18,000 into a Stocks and Shares ISA, an Investment Bond and a Guaranteed Investment Plan. Jennifer heard our radio advert and got in touch as she was unsure whether she had received the most suitable advice.

We discussed Jennifer’s personal and financial circumstances when she invested and believed that she had been wrongly advised. We felt the Guaranteed Investment Plan was a suitable investment for her because she would receive her capital back if she was able to keep it in place for 5 years. However, we believed that the other products recommended to her meant she was taking too much risk and investing too much of her money. Even though both these investments actually grew in value we calculated that Jennifer would have made more money had she taken less risk.

We contacted Halifax and explained why we felt Jennifer was advised wrongly. Halifax agreed with our claim and said she should have taken less risk with her ISA and Bond. Halifax agreed to pay Jennifer £677 in compensation.

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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.