Pre Contract Information

The service we provide

If you lost money as a result of unsuitable investment advice given to you by a bank or financial adviser, we can help you to make a claim to potentially recover those losses with additional interest.

Our claims advisers will discuss your case with you over the telephone to try to establish your circumstances at the time you made the investment. We can usually tell you over the phone if we think you meet our initial criteria for starting the claims process.

We will need you to sign a few documents to start the claims process - this is usually our Terms & Conditions and Letters of Authority giving us permission to act on your behalf. The quickest way of doing this is by email using our E-Signature service. It’s really easy and your adviser will be on hand to talk you through this. We can also send these forms via our courier service or post if you prefer. In any case it is important you take your time to read through our T&Cs to make sure you understand everything within it.

If you don’t have any paperwork don’t worry, we will contact your bank or financial adviser to get the details we need. Once we have this, we will contact you again for a more detailed conversation around your circumstances at the time you took out your investment.

We will keep you updated on the progress of the claim by email, telephone and/or post. If there is a material change that we need to tell you about we will be in touch within 1 week, otherwise we will update you every month or every three months depending on what we need to tell you

Our fees explained

We’ll send you an invoice for our fee which is calculated on the total amount you get back.

Please note the above fee illustration is not to be taken as an estimate of the amounts we are likely to recover

No fees will be charged to you in respect of an unsuccessful claim.

Making a claim yourself

You do not need to use Goodwin Barrett to make this claim – you can do this yourself free of charge with your bank or financial adviser and if your claim is unsuccessful you can pursue this with the Financial Ombudsman Service for free. In the event that your financial adviser is no longer in business you may be able to use the services of the Financial Services Compensation Scheme.

Your right to cancel

You have the right to cancel the contract by telephone, email or in writing to Goodwin Barrett within 14 days of signing the contract and you will not be charged. If you terminate after 14 days, and we have submitted your claim, and an offer of compensation is subsequently made, we will charge our full fee as detailed above. If you cancel after 14 days, and we have submitted your claim, and we are unsuccessful, we will not charge a fee.

How to complain about our service

Complaints may be made in writing, by e-mail, by telephone or in any other form in respect of a claims management service that we have provided. Our contact details are as follows: Address: Goodwin Barrett Ltd, Mikar Business Park, Northolt Drive, Bolton, BL3 6NJ Telephone: 01204 471280 Email: enquiries@goodwinbarrett.co.uk