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Tamara Gordon from Barnet got back £2,650 from Lloyds

Tamara had just started her career as a teacher in 2000 and wanted to put some money away for her future. She spoke with a financial adviser at Lloyds to discuss the best way for her to do this. She was advised to invest a total of £4,500 into a Stocks and Shares ISA. She was happy to do this as any growth the investment made would be free of tax. In addition she could also invest into the Environmental Fund which only invested into companies that made a positive contribution to the environment which was important to her.

Tamara kept her investment in place for a number of years, taking withdrawals when she needed to, and received back £4,260 in total, resulting in her losing money.

Tamara contacted Goodwin Barrett after seeing one of our ads online. We looked at the advice she was given and our experience recognised straight away that although the Environmental Fund was considered to be socially responsible it was also much higher in risk than many other funds. It was clear to us that as a first time investor this was not suitable for Tamara.

We sent our claim to Lloyds explaining that Tamara was advised wrongly to take this higher level of risk.

Lloyds investigated the advice they had given Tamara almost 20 years earlier and agreed with our findings. Lloyds calculated how much better off she would have been if they had advised her correctly and added interest on top. As a result of our work Lloyds paid Tamara £2,657.

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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.