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Karen Elsworth from Leeds got back £2,980 from Halifax

Karen’s late mother lost her husband in 1996 and received a lump sum. An appointment was arranged with a financial adviser from Halifax to discuss the options she had with this money.

She was advised to invest a total of £6,000 into an Investment Bond and kept her investment in place for over 20 years. When it was cashed in the value had grown to £15,247.

Karen contacted Goodwin Barrett after seeing our online ad and asked if we could help as she knew her mother had invested but was unsure of the details. We wrote to Halifax and obtained the investment information and looked into the advice she was given. We found that she was classified as a ‘medium’ risk investor rather than the correct level of ‘low’ risk which would have been more suitable for an inexperienced investor.

We sent our claim to Halifax explaining that Karen’s mother was incorrectly advised to take this higher level of risk.

Halifax investigated the advice they had given in 1996 and agreed with our findings paying out £2,980 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.