We asses all types of investments and portfolios, specific examples include: unit linked bonds, investment ISAs, "with profits" bonds, guaranteed-income bonds, "structured" products, unit trusts, PEPs.

Do I qualify for a claim?

There are always fluctuations in the market but did you know the full risk or where exactly your money was being invested? Here’s a list of instances where the brokers routinely misled on investments, causing inappropriate investments for many people’s circumstances. If this happened to you, you have a claim. 

• Customers ask to invest money into a low-risk fund but the bank placed their money in a high-risk investment plan
• Cautious investors misled by banks and brokers into buying a high-risk plan
• Brokers tell you the value of your investment could not decrease
• Brokers imply '100% Capital Secure' meant you would not lose your capital
• Bank brochures using terms like '100% of your capital back'
• Banks not fully explaining the risks of investing to you
• Sale of any financial product unsuitable for your financial goals, even where you have not lost money
• Customers left unable to access money, having been led to believe it would be on instant access
• Customers encouraged to tie money up without leaving enough for short term expenditure