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Keith James from Hawarden got back £10400 from Halifax

In 1997 Mr James bought a new home and arranged a mortgage through Halifax. Part of the service Halifax offered was a discussion with a financial adviser about the different types of mortgage which were available.

Keith was advised to take an interest only mortgage – this meant he paid only the interest on his mortgage each month but with an amount of £147 invested into a Halifax Home Plan ISA. The intention was that this investment would cover the amount owing on the mortgage at the end of the term.

Keith saw our ad on the internet and contacted us asking if we could help because his ISA was connected to his mortgage advice. We reviewed the advice Keith was given and determined that the interest only mortgage recommended to him was unsuitable as there was a big risk the ISA would not provide sufficient returns to pay off the mortgage. A repayment mortgage would have been more suitable as there would have been no risk at all as long as he kept up the payments.

We sent our claim to Halifax explaining why Keith was advised wrongly. After investigating the case Halifax agreed with our findings and paid him £10,445 to compensate for the unsuitable advice he had received. This amount covered the position he would have been in if he had taken a repayment mortgage rather than the interest only mortgage and Home Plan ISA.

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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.