Mis-sold Investment Specialists - Call For a Free Expert Claims Assessment
0808 163 1659

Stephen Feldon from Darlington got back £5,150 from HSBC

In 2006 Stephen was forced to retire from the Police after he was injured in the line of duty. He received a lump sum from his pension and was then approached by his bank to discuss the options he had for his money.

Stephen was advised to invest a total of £23,000 into an ISA and a Unit Trust for a term of 5 years or more as this could potentially provide tax free growth over time. His money was placed in various funds such as Invesco UK Growth Fund, HSBC Global Asset Management and the Fidelity American Fund. These funds invested in shares around the World.

Stephen needed to access his funds unexpectedly a couple of years later and received the amount of £21,732 losing almost £1,300.

Stephen saw our ad on the internet and contacted us asking if we could assist him. We reviewed the advice he was given and identified that, taking his personal circumstances into account at the time, he shouldn’t have taken risk with his money and invested at all in 2006. In addition the funds recommended were too high in risk for someone investing for the first time.

We sent our claim to HSBC explaining why Stephen was advised wrongly. After investigating the case HSBC agreed with our findings and paid him £5,182 to compensate for the unsuitable advice he had received. This amount covered the position he would have been in if he had kept his money on deposit.

Learn more about HSBC investment Mis-selling

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.
  • Your own dedicated claims expert.
  • Claims settled within 8 weeks on average.
More About Us

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

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.