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Mark Beswick from Wakefield got back £17,150 from St James Place IFA

Mark worked for West Yorkshire Passenger Transport Executive and was a member of the Local Government Pension Scheme. He was 48 and wanted to put extra money towards his retirement planning so he could be financially comfortable when he stopped working at age 60. He arranged to see a financial adviser who was a Partner of St James’s Place.

Mark was advised to invest £55 per month into an Additional Retirement Plan and this gradually increased to £89.54 when he retired in 2009. The sum he had built up was used to provide additional income on top of his work pension.

Mark spoke with Goodwin Barrett after seeing our ad as we had highlighted that it was often unsuitable to put money into a separate pension when your employer offered a much better scheme. We compared the value of the income Mark was receiving to the benefits he would have received if he had put his monthly contributions into his occupational scheme. It was clear that he would have been much better off keeping with his original plan.

We sent our claim to St James’s Place explaining that Mark was advised incorrectly to pay into the Additional Retirement Plan and they investigated the recommendations they made to him. They agreed with our findings and paid Mark £17,150 in compensation.

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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.