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Ken Lewis from Cheshire got back £1,300 from Clerical Medical/Sesame

In March 2002 Ken had accumulated a lump sum and had agreed with a friend’s suggestion to meet with an Independent Financial Adviser to discuss the various options he had for these funds.

Ken was advised to invest a lump sum of £10,000 into an Investment Bond with Clerical Medical. Because Independent Financial Advisers can recommend investments from any provider, he was happy to agree to this, convinced the adviser would have done thorough research before giving any advice to him. Due to unforeseen circumstances Ken had to access his investment about 2 ½ years later and received back the amount of £10,575, making a small gain on his initial investment. This would have been more but for a penalty he had to pay on encashment

Ken spoke to Goodwin Barrett and discussed his personal and financial circumstances when he invested. It was clear that the adviser had recommended Ken to invest too much of his money, requiring the investment to be surrendered early and paying a costly penalty for doing so. Goodwin Barrett compiled a Letter of Claim and sent it to Sesame, the IFA network which represented the adviser. We told them we believed Ken invested too much of his money and also took unnecessary risks.

Sesame agreed and paid Ken £1,315 even though he had made a gain on his investment. This covered what Ken could have earned had he not invested, together with interest going back to when the investment finished in 2004.

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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

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