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Malcolm Prosser from St Ives got back £288 from Halifax

Malcolm first received financial advice from Halifax in 2003 following the sale of a property. He was satisfied with the outcome of this so approached Halifax again for further advice as he wanted to invest over the long term on a regular basis.

After hearing our ad on the radio Malcolm contacted us as he wanted us to check he was given the best advice on both occasions. We examined the advice he was given originally and concluded that Halifax had done nothing wrong - they had advised him to invest an affordable amount into a low risk investment. This was suitable advice for him taking into account his circumstances at the time. However, when we looked into his second investment which was a monthly contribution, it was going into a much riskier fund than his previous investments. Malcolm paid a total of £5,600 into this ISA and got back almost £7,500 when he cashed it in. Although his investment had grown in value it would have returned more if the advice had been to take less risk. 

We submitted a claim for compensation to Halifax and argued that our client was advised to take too much risk. Halifax agreed with our findings and agreed to pay £288 in compensation. Although only a small pay out it shows the value of getting any advice checked out by our experts.

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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.