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Mark and Dorothee Bernard from Cowdenbeath got back £4,450 from Royal London

In 2000 Mr & Mrs Bernard had saved some money which they wanted to invest for the future. They met with a financial adviser from C I S at their home.

The couple were advised to place £3,000 each into an ISA together with adding £50 each month to build up the investment. The fund recommended was the Euro Growth Trust and Mr & Mrs Bernard left their ISAs in place until 2007. They had both invested £4,000 in total and received £4,867 back.

Mark saw our ad on the internet and contacted us asking if we could help because the investments had not lost any of the capital. We reviewed the advice they were given and determined that the Euro Growth Trust was not suitable for them because it was too risky.

We sent our claim to Royal London, who were responsible for the advice given in the past by C I S, explaining why Mr & Mrs Bernard were advised wrongly. After investigating the case they agreed with our findings and paid the couple £2,225 each to compensate for the unsuitable advice they had received. This amount covered the returns Mark and Dorothee could have received if they had invested in a more suitable fund with less risk.

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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.