Richard Dobbs had a young family and wanted to start saving to build a deposit for their first home. He met with a financial adviser at Halifax to discuss the best way to do this.
Mr Dobbs had never invested money before so trusted the adviser when he recommended him to invest a significant monthly amount into a Stocks and Shares ISA.
Any investment linked to the Stock Market should be seen as a medium to long term investment lasting at least 5 years. We sent our claim to Halifax bank pointing out that Mr Dobbs should not have been advised to invest into this ISA. It should have been obvious that he would need access to the funds and in any case the product was too risky for a first time invester.
Halifax agreed and paid Mr Dobbs £1,270 within days of receiving our claim.
*amounts reclaimed for customers are before the deduction of our fees.
Request a call back
If you'd like us to call, please fill in your details
Why choose us?
- Hassle-free process.
- No lengthy paperwork to complete.
- No upfront fees. *
- Your own dedicated claims expert.
- Claims settled within 6 weeks on average. **
- Over £90 million reclaimed for clients. ***
Speak to our friendly experts
If you feel you've been let down by your bank or financial adviser please call us.
Call today 0808 163 1659