Paula Knight from Dundee got back £300 from Halifax
Paula had been through some difficult personal times which resulted in her selling her home. As such Paula had some funds in her bank account and she was encouraged by Halifax to speak with a financial adviser.
She was advised to invest a total of £15,000 into a Stocks and Shares ISA and a Guaranteed Bond. To be suitable these investments should be held for a minimum term of 5 years. However, Paula could only afford to keep them in place for around 6 months.
Paula contacted Goodwin Barrett after seeing our television ad and asked for our help. We looked into the advice she was given and it was clear that Paula should not have been advised to invest at this time taking into account her personal circumstances.
We sent our claim to Halifax explaining that Paula should have been told to leave her money accessible in a deposit account. Halifax investigated the advice they had given Paula and agreed with our findings paying out £300 in compensation.
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