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Mis-Sold Unit Trust

Unit Trusts have been a popular type of investment for well over 50 years. They allow a group of investors to pool their money together, giving them access to a much broader range of investments such as securities and property. Unit Trusts – which should be invested for more than five years – can be affected by external factors, such as the banking crisis, and many customers have lost a large percentage of their money as a result.

Unit Trusts are one type of investment that is recommended by financial advisers to their clients, but they can be very volatile, and if you weren’t made fully aware of the risks from the outset, then you might have been a victim of Unit Trust mis-selling.

Have you been mis-sold a Unit Trust?

The issue is not whether you’ve lost a lot of money or not – that’s the risk with any investment – but rather that you may not have been informed about the potential for losses before you signed on the dotted line.

What’s more, Unit Trusts incur initial fees and ongoing management charges which can significantly impact the performance of a fund. These fees have at times resulted in 6% immediately being taken from an investor’s capital – and you might not have been informed.

You may have been mis-sold a Unit Trust if, at the time of purchasing, any of the following are true:

  • You did not understand how a Unit Trust investment worked
  • You are risk averse
  • Your investment is performing well below what was expected/predicted
  • You were advised that a return on your investment was guaranteed
  • You were not in a position to invest the capital for a minimum of five years
  • You felt pressured into taking the investment, possibly even being persuaded to switch from an existing investment or fund

Making a claim for Unit Trust mis-selling

At Goodwin Barrett we know all there is to know about Unit Trusts, including the risks involved and how they should have been made clear to you. We’re well placed to help you if you’ve been a victim of Unit Trust mis-selling. We can offer advice on how to go about your claim and manage the entire process for you.

If you would like more information about how we can help you to reclaim some of your investment from a mis-sold Unit Trust, or to simply talk through your situation, call our friendly team of experts on 0808 163 1659, email enquiries@goodwinbarrett.co.uk or enter your details into our handy call back box and we’ll get back to you straight away.

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William Thornley

from Bolton
compensation from Halifax

Alan Burke

from Bolton
compensation from Santander

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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
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
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.
William Miller This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
Margaret Long I am so grateful to your company but especially to Steve Wise for getting me the money back
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.
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.
Stephen Montague Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,000.

Figures shown are before the deduction of our fee.