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Louise Cole from Surrey got back £1500 from Halifax

In December 2006 Louise had recently given birth and was not working as she was looking after her family. Louise had built up some savings and wanted her money to be in the best place to provide for the family in future. As such, she agreed to meet a financial adviser from Halifax to discuss her options.

She was advised to invest a lump sum of £7,000  which was the maximum that could be placed into a Stocks and Shares ISA. When she transferred the ISA less than 3 years later the value was only £6,684 meaning she had lost almost 5% of her money. Clearly, the plans she had made would not happen if she continued to lose money at this rate.

Louise asked Goodwin Barrett for our help and when we investigated her case we discovered she had been advised to invest into funds which were much too risky for someone in her situation. We sent our claim to Halifax explaining that Louise should not have been advised to take this level of risk with her savings.

Halifax looked into the advice given to Louise and agreed that it was not suitable for her at that time. We asked Halifax to refund the money lost and calculate what returns could have been achieved if Louise had invested in a more appropriate area. This resulted in a pay out of £1,557.

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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.