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Terms & Conditions - Mis-sold Investment

We have tried to make our Terms and Conditions as clear and transparent as possible by using easy to understand language. If there is anything in this document that you are unsure about please call us for a more detailed explanation.

I hereby appoint Goodwin Barrett Ltd to act on my behalf as my sole representatives in respect of my claim for a mis-sold Investment. A mis-sold investment is when you have been given inappropriate financial advice to invest and lost money as a result of this advice. Examples of the sort of products include Stocks and Shares ISA`s, Unit Trusts and Investment Bonds. I have provided all information/paperwork that I have in my possession as required by Goodwin Barrett to help with my claim. I shall not enter into any agreements with my bank or financial adviser without first consulting Goodwin Barrett. I have checked any legal expenses insurance I may have e.g. with my home insurance, to see if I can make a claim using that service.

In consideration of this Goodwin Barrett will:

  • Prepare any necessary correspondence to my bank or financial adviser asking it to investigate ALL Investments in my name
  • Review all information provided by my provider in relation to the claim
  • Provide representation with the Financial Ombudsman, as applicable


Goodwin Barrett can terminate this agreement at any time and no fee will be payable by you if we think there are no grounds for a claim or that your claim is unlikely to succeed. You have the right to cancel the contract by telephone, email or in writing to Goodwin Barrett within 14 days of signing the contract and you will not be charged. If you terminate after 14 days, and we have submitted your claim, and an offer of compensation is subsequently made, we will charge our full fee as detailed below. If you cancel after 14 days, and we have submitted your claim, and we are unsuccessful, we will not charge a fee.

Law & Jurisdiction

The law applicable to this contract shall be English law and the parties consent to the jurisdiction of the English courts in all matters affecting this contract.

Other important points

I am aware that I can pursue a claim for a mis-sold Investment myself directly with my bank or financial adviser and use the free services of the Financial Ombudsman Service (FOS) to do so.

I am aware that in some instances I may receive a call from my bank to confirm the details of the claim submitted by Goodwin Barrett.

Payment of our fee

Goodwin Barrett will endeavour to recover all monies in respect of my claim and undertake to forward any payment from my bank or financial adviser to me within seven days from the date received, subject to the agreed fee of 40% plus VAT – total fee payable 48%. We require that you promptly pay our fee no later than 7 days after you receive your compensation (if you are paid direct) or if you have no intention of accepting the offer and we recommend that you do so, 7 days after our recommendation. In the event that our fee remains unpaid we reserve the right to refer your case to third party Debt Collectors.

We will charge you a fixed fee of 40% plus VAT (total of 48%) of the gross amount of compensation you may receive from your claim.

Example of our fee:

Compensation paid
into your bank
Our fee 40%
plus VAT (total 48%)
You would
be left with
£1000 £480 £520
£3000 £1440 £1560
£10000 £4800 £5200


 The above fee illustration is not to be taken as an estimate of the amount likely to be recovered for you.

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William Thornley

from Bolton
compensation from Halifax

Alan Burke

from Bolton
compensation from Santander

Why choose us?

  • Hassle-free process.
  • No lengthy paperwork to complete.
  • Your own dedicated claims expert.
  • Claims settled within 6 weeks on average.
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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.

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
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
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.
William Miller This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
Margaret Long I am so grateful to your company but especially to Steve Wise for getting me the money back
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.
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.
Stephen Montague Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,000.