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Kevin Corns from Dudley got back £6,000 from Halifax

In 1997 Kevin had built up a lump sum by saving regularly and his local Halifax branch suggested he speak with a financial adviser to discuss the options he had for his money.

Kevin was advised to invest £6,000 into a Personal Equity Plan (PEP) as the adviser told him that it was a tax free investment that could grow over the years. He had never invested before and happily agreed to do as the adviser recommended.

Kevin left the investment in place for almost 7 years before cashing it in and received back just £5,027 – losing almost £1,000. Kevin remembered the adviser telling him that he could potentially lose money and thought it was ‘just one of those things’. However, Kevin heard Goodwin Barrett’s ad on the radio and contacted us to see if this was something we could help with. We discussed Kevin’s personal and financial circumstances when he invested and believed that he had been wrongly advised. Halifax advised Kevin to invest into the UK Growth Fund which invested solely into shares. This was too high in risk for a first time investor and Kevin should have been advised to take a lower level of risk.

We submitted our claim to Halifax and explained why we felt Kevin was advised wrongly. They agreed and admitted Kevin should have invested in a fund with less risk and agreed to pay him £6,063 calculated in accordance with the regulatory guidelines.

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Customer Stories

We've helped thousands of people win compensation as a result of unsuitable financial advice.

Khandu Chauhan
Khandu Chauhan from Leicester got back £1,650 from Halifax
Tamara Gordon
Tamara Gordon from Barnet got back £2,650 from Lloyds
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

Figures shown are before the deduction of our fee.