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Susan Marsh from Merseyside got back £11,411 from Barclays

Susan went through a difficult time in the late 90s as she had to retire from her job on health grounds and then suffered the loss of her mother. Susan sold her mother’s home and staff at her local Barclays encouraged her to speak with a financial adviser when she received the sale proceeds.

She was advised to invest a lump sum of £20,000 into an ISA and a unit trust with Legal & General. When her investments came to an end she received back just over £16,500 resulting in a loss of around £3,500 on money which was very important to her. This was a very distressing experience for Susan.

We sent our claim to Barclays stating that it was wrong to recommend Susan should invest in the risky Growth Portfolio Trust. She was no longer working and would need access to her money making her investments totally unsuitable.

Barclays investigated the advice they had given to Susan nearly 20 years previously and agreed that it was not suitable for her at that time. We directed Barclays to calculate the position she would have been in if she had been given the correct advice and to add interest on top. As a result of our work Susan was delighted when Barclays offered her £11,411.

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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.