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Lisa Morris from Notts got back £42,000 from St James Place IFA

In 2007 Lisa and her partner Jason had built up a lump sum and were recommended to speak with a financial adviser from St James Place.

An adviser visited them at their home and the couple were advised to invest a total of £64,000 in ISAs and Unit Trusts. However, soon after the couple invested there was significant turmoil in the UK economy which resulted in the Stock Market being extremely volatile across this period. When Lisa and Jason cashed in their investments the following December they lost around 30% of the money they had invested.

Lisa heard Goodwin Barrett’s ad on the radio and contacted us to see if this was something we could help with. We discussed the couple’s personal and financial circumstances and found that they had been recommended to invest heavily into commercial property. This was too high in risk for clients who had never invested previously.

We submitted our claim to St James Place and explained why we felt Lisa & Jason were advised wrongly. The claim resulted in an award of £42,114 to the delighted couple.

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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.