Goodwin Barrett | Have you been mis-sold?
Real customer stories ๐ฌ ๐ผ ๐ค
Dr Murray received ยฃ13,590 after being mis-sold an ISA from Abbey National.
Watch her story โฌ๏ธ
Susan | Goodwin Barrett
Real Customer Stories: Susan from Liverpool ๐ฌ ๐ผ
Susan came into some money after selling her late mother's home. After poor advice, she lost around ยฃ3500 on her ยฃ20,000 investment.
Read Susan's full story โก๏ธ https://bit.ly/3iSJEt5
Goodwin Barrett | Have you been mis-sold?
As seen on TV! ๐ผ ๐บ
Contact Goodwin Barrett for a hassle-free claims process which could see you receive thousands of pounds in compensation.
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Chris Urack from Dyfed received ยฃ2,500 - Lloyds
In September 2000 Chris had just completed his masters degree and was looking forward to establishing a career in teaching. Chris wanted to put away some money on a monthly basis for the future and so arranged a meeting with a financial adviser from Lloyds to discuss his options.
Chris was advised to invest ยฃ50 a month into a Stocks and Shares ISA as this could provide growth over the longer term giving tax free returns. After discussing his preferences the adviser recommended him to invest into the Environmental Investor Fund as this area was important to him. Chris continued to invest for the next few years and made some withdrawals when required.
Chris saw our online ad and contacted us asking if we could assist him as some of his investment was still in place. We reviewed the advice he was given and identified that although Chris was happy to invest in an environmentally friendly fund this was significantly too high in risk for someone investing for the first time.
We sent our claim to Lloyds explaining why Chris was advised wrongly. After investigating the case Lloyds agreed with our findings and paid him ยฃ2,527 to compensate for the unsuitable advice he had received. This amount returned him into the position he would have been in if he had invested in a fund with more suitable lower risk.
Start your claim for a mis-sold investment or pension:
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Mark & Dorothee from Cowdenbeath received ยฃ4,450 - Royal London
In 2000 Mr & Mrs Bernard had saved some money which they wanted to invest for the future. They met with a financial adviser from C I S at their home.
The couple were advised to place ยฃ3,000 each into an ISA together with adding ยฃ50 each month to build up the investment. The fund recommended was the Euro Growth Trust and Mr & Mrs Bernard left their ISAs in place until 2007. They had both invested ยฃ4,000 in total and received ยฃ4,867 back.
Mark saw our ad on the internet and contacted us asking if we could help because the investments had not lost any of the capital. We reviewed the advice they were given and determined that the Euro Growth Trust was not suitable for them because it was too risky.
We sent our claim to Royal London, who were responsible for the advice given in the past by C I S, explaining why Mr & Mrs Bernard were advised wrongly. After investigating the case they agreed with our findings and paid the couple ยฃ2,225 each to compensate for the unsuitable advice they had received. This amount covered the returns Mark and Dorothee could have received if they had invested in a more suitable fund with less risk.
Start your claim for a mis-sold investment or pension:
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See other testimonials:
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David Herd from Stansted recieved ยฃ5,500 - Lloyds
In January 2001 David had built up some savings over time. He was speaking with a financial adviser about his retirement planning and the conversation moved on to investing as this could make his savings work harder for him.
David was advised to invest ยฃ7,000 into a Stocks and Shares ISA for a term of 5 hears or more as this could potentially provide tax free growth over time. His money was placed in the UK Growth Fund which invested into UK shares. He left the investment in place for over 5 years until he needed to access it to purchase a property. When it was cashed in David received ยฃ5,964 losing over ยฃ1,000.
David 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 the UK Growth Fund recommended was too high in risk for someone investing for the first time. We also believed that he invested too much of his money.
We sent our claim to Lloyds explaining why David was advised wrongly. After investigating the case Lloyds agreed with our findings and paid him ยฃ5,584 to compensate for the unsuitable advice he had received. This amount covered the position he would have been in if he had invested in a more suitable area.
Start your claim for a mis-sold investment or pension:
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See other testimonials:
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Keith James from Hawarden got back ยฃ10,400 from Halifax
In 1997 Mr James bought a new home and arranged a mortgage through Halifax. Part of the service Halifax offered was a discussion with a financial adviser about the different types of mortgage which were available.
Keith was advised to take an interest only mortgage โ this meant he paid only the interest on his mortgage each month but with an amount of ยฃ147 invested into a Halifax Home Plan ISA. The intention was that this investment would cover the amount owing on the mortgage at the end of the term.
Keith saw our ad on the internet and contacted us asking if we could help because his ISA was connected to his mortgage advice. We reviewed the advice Keith was given and determined that the interest only mortgage recommended to him was unsuitable as there was a big risk the ISA would not provide sufficient returns to pay off the mortgage. A repayment mortgage would have been more suitable as there would have been no risk at all as long as he kept up the payments.
We sent our claim to Halifax explaining why Keith was advised wrongly. After investigating the case Halifax agreed with our findings and paid him ยฃ10,445 to compensate for the unsuitable advice he had received. This amount covered the position he would have been in if he had taken a repayment mortgage rather than the interest only mortgage and Home Plan ISA.
Start your claim for a mis-sold investment or pension:
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David Hankins from Treharris got back ยฃ8,350 from Lloyds
In 1996 Mr Hankins was aged 44 and had saved some money which he wanted to invest for his retirement. He approached his bank, Lloyds, and met with a financial adviser.
Mr Hankins was advised to place his money into a Personal Equity Plan (PEP) as investing in shares over the medium to long term can sometimes produce good returns. The fund recommended was the Equity Income Fund and David left his investment in place for 16 years. At age 60 the value of his investment had grown to ยฃ6,624.
David saw our ad on the internet and contacted us asking if we could help because his investment had not lost any of the capital. We reviewed the advice David was given and determined that the Equity Income Fund was not suitable for him as a first time investor because it contained too much risk.
We sent our claim to Lloyds explaining why Mr Hankins was advised wrongly. After investigating the case they agreed with our findings and paid him ยฃ8,371 to compensate for the unsuitable advice he had received. This amount covered the returns David could have received if he invested in a more suitable fund with less risk.
Start your claim for a mis-sold investment or pension:
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See other testimonials:
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Margaret Stanway from Suffolk got back ยฃ9,560 from Lloyds
Mrs Stanwayโs late mother, Mrs Murphy, had retired from her job as a nurse and received a lump sum payment. She continued to work as a dinner lady as she enjoyed working with children and it kept her busy. Her bank, Lloyds, advised her to invest some money originally in 2000 and this was good and sensible advice.
However, Mrs Murphy still had savings remaining in the bank and in 2001 and 2003 she was approached by Lloyds and encouraged to invest again. In 2001 an investment of ยฃ20,000 into a Guaranteed Stock Market Bond was recommended which matured 6 years later returning ยฃ23,915. In 2003 she was advised to invest a further ยฃ7,000 into a Stocks and Shares ISA which lost almost ยฃ1,000 during the 9 years it was in place.
Mrs Stanway saw our ad on the internet and contacted us asking if we could help as they were not investments she had made personally. We looked at the advice her mother was given and identified that because she was elderly and retired she should not have been advised to take any risk with her money and tie it up for a number of years.
We sent our claim to Lloyds explaining why Mrs Murphy was advised incorrectly. After investigating the case they agreed precisely with our findings and paid Mrs Stanway ยฃ9,564 to compensate for the unsuitable advice her late mother had received.
Start your claim for a mis-sold investment or pension:
http://goodwinbarrett.co.uk
See other testimonials:
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Anna Charles from Colwyn Bay got back ยฃ2,280 from HSBC
In April 2000 Mrs Charles retired from her job with the Local Authority and received a lump sum payment. She banked with HSBC and they arranged a meeting with a financial adviser.
Mrs Charles explained her personal circumstances to the adviser and she was advised to invest ยฃ10,000 of her money into a Stocks and Shares ISA and a unit trust. This investment was spread across UK and European shares. She agreed with the adviser but when she cashed in her investment the following year she received ยฃ9,571.
Anna saw our Internet ad and contacted us asking for our assistance. We examined the advice she had been given and identified that Anna shouldnโt have been advised to invest so close to her retirement and that the funds recommended to her contained far too much risk, particularly so for someone who had never invested before.
We sent our claim to HSBC explaining why Anna was advised wrongly. After investigating her case they agreed with our findings and paid Anna ยฃ2,282 covering her ยฃ429 loss together with interest in line with Financial Ombudsman Service guidelines.
Start your claim for a mis-sold investment or pension:
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See other testimonials:
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Delrose Westman from Shipley received ยฃ7,000 - Halifax
Frank Long from Neath received ยฃ375 - Barclays
Sheila Farrar from Cambridge received ยฃ1,040 - Halifax
Malcolm Prosser from St Ives received ยฃ288 - Halifax
Tamara Gordon from Barnet got back ยฃ2,650 from Lloyds
Terace Walkling from London received ยฃ4660 - NatWest
Ken Lewis from Cheshire received ยฃ1300 - Clerical Medical/Sesame
