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Moira Armstrong from Nottingham got back £7,250 from Lloyds

Moira worked full time at Boots but also owned properties that she rented. She sold a rental property in 2000 and had plans to invest the sale proceeds into another.

When Lloyds noticed Moira’s money they contacted her and asked her to meet with a financial adviser. Moira explained her plans to the adviser but he recommended to Moira that she should invest some of her money into a Stocks and Shares ISA. She liked the idea that ISAs were tax free and so followed the advice and invested £7,000. However, Moira found that she needed to access her investment the following year in order to purchase a new property that had become available. When she did this she received back £5,100 resulting in a loss of almost £1,900 in just over a year.

Moira heard our radio ad and contacted Goodwin Barrett to see if we could help. Although Moira had no paperwork or details, we were able to get all the information we needed from Scottish Widows on her behalf.

Goodwin Barrett identified that Moira should not have been advised to invest any of her money at this time because of the plans she was making that meant she couldn’t keep her investment in place for the minimum 5 year term that was recommended. Additionally, her investment was placed into the American Growth Fund and the Worldwide Growth Fund which contained far too much risk for someone who had never invested before.

We sent our claim to Lloyds explaining why Moira was advised wrongly and after investigating her case they agreed with our findings. Moira got back a total of £7,264.

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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.