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Terace Walkling

In 1998 Terace’s father died and left her with a small inheritance. She put this money into her NatWest account and she was then invited to speak with a Financial Adviser to discuss what she could potentially do with it.
 
Terace was advised to invest a lump sum of £6,000 into an ISA in the Safeguard Trust. She didn’t want to touch this money and left it in place for over 10 years. She eventually surrendered the investment in 2010 when the value had grown to £7,091.
 
Terace listened to our advertisement on the radio and decided to get in touch with Goodwin Barrett about the investment she had previously held. We discussed Terace’s personal and financial circumstances when she invested and believed that Terace had been wrongly advised.
 
Although the Safeguard Trust was a low risk investment which was suitable for first time investors it was clear that the adviser had recommended Terace to invest too much of her money. In addition to this she was still grieving over the loss of her father and in an emotionally vulnerable state. It is sensible to make recommendations to potential investors only when they have overcome significant and traumatic events and Terace was advised to invest too soon after her loss.
 
Goodwin Barrett wrote a Letter of Claim to NatWest making the above points. Even though the investment grew by over £1,000 we requested that NatWest should calculate what Terace could have received if she had not invested into her ISA and pay interest from the time the ISA was surrendered.
 
NatWest agreed they had given unsuitable advice to Terace and paid her a total of £4,663 in line with Goodwin Barrett’s instructions.

*amounts reclaimed for customers are before the deduction of our fees.

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Customer Stories

We've helped thousands of people win compensation as a result of unsuitable financial advice.

Please note the amounts shown are before the deduction of our fee which is 40% plus Vat – total 48%.

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