Tell us about your claim...
It is worth asking yourself the following questions…
If any of your answers to the questions below are of concern, then you could be entitled to make a claim. If you are unsure then please give us a call to find out how we can help.
- Did your Adviser fully explain the risks associated with your investment / pension?
- Did your Adviser keep you informed about the value of your investment and made you aware of any losses before the end of the agreed investment timescale?
- Did you fully understand how the investment product worked and what it was invested in?
- Did your Adviser seem focused on selling you one particular financial product from a single provider e.g. St. James’s Place?
- Did the Adviser make you feel like your investment would be invested in a way that it wouldn’t lose money?
- Did your Adviser lead you to believe that your investment would make money and that it was guaranteed?
- Did your Adviser understand what you wanted to achieve when you took out your financial product?
- Did you feel that you were treated fairly and that your Adviser thoroughly knew your objectives?
- Were you asked about your previous investment experience and knowledge?
- Did you feel pressured into taking out the investment or pension?
- Were you encouraged to transfer or move your funds from an existing investment into a new arrangement with a promise of higher returns?
