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Preston Horton from Bristol got back £900 from Halifax

Preston Horton

Mr Horton had built up a healthy balance in his savings account over a period of time. He was approached by his local branch who suggested a meeting with its financial adviser. He was retired from work and receiving a pension and any extra growth on these savings would have been a real benefit. The adviser recommended that Mr Horton place his money in an Individual Savings Account (ISA) for the medium to long term. This would hopefully produce a better return than was available from deposit based savings accounts.

At the outset of the meeting Mr Horton confirmed to the adviser that he did not want any risk or any investment that was linked to shares. He had a previous bad experience of investing and did not wish to repeat this. Despite this the adviser placed Mr Horton’s money into a risk based ISA. He only became aware of this fact when he received his statement and noticed that he was losing money and he immediately cashed the investment in.

Mr Horton approached us wondering whether we could help. We carried out a thorough and detailed investigation and established that this was a blatant mis-sale.

A report was prepared and sent to Halifax and it agreed that the advice Mr Horton received was incorrect and awarded him £900, made up of a refund of his losses together with interest and 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.