How to Claim
We’ve made the process of claiming for a mis-sold investment or pension simple and hassle-free.
If you’ve been a victim of investment or pension mis-selling, we can help you pursue compensation. Our experts will handle your claim from start to finish, and if successful, we’ll aim to return your money to your bank account within the shortest possible time.
Claiming for mis-selling – 5 easy steps
1. Call our friendly team of experts
Call us on Freephone 0808 163 1659. You’ll be put straight through to one of our expert advisers. We understand that financial matters can sometimes feel a bit daunting, so you’re welcome to have a friend or family member with you when you call.
We will ask you some questions about the investment or pension and your situation, taking care to understand your particular circumstances, and explaining every part of the claims process to you carefully. If you’re not sure you qualify for a claim, don’t worry our experts are here to guide you. They’ll usually be able to determine whether you may have been mis-sold to, over the phone – and tell you if you can start a claim.
2. We’ll email you a claim form
If you can reclaim money from a mis-sold investment or pension, we'll ask your permission to start the claims process there and then. There are no long and complicated packs to complete, we usually just require your signature on a few forms which we can email to you. You can sign them using our special Electronic Signature Service – it’s really easy and your adviser will be on hand to guide you through the process. Using the email process means we can get to work on reclaiming your money the very same day.
3. Your dedicated claims expert will get in touch
We will gather all the information we need about your investments from your bank and then contact you to discuss further. Our expert adviser will prepare a detailed report with our claim for compensation. They’ll use their personal expertise in banking and investments to ensure your claim has as much chance of success as possible.
4. We’ll keep you informed
Our team will keep you informed and up-to-date at every stage along the way. We’ll contact you by phone, letter, email and text message with details of your claim, your claim progress, and any developments which may affect your claim. We want to make sure you understand every step being taken to reclaim your money from your bank.
5. Your money is paid directly to you
If your bank agrees to compensate you and pay out a settlement, we’ll notify you immediately. Your money will usually be paid directly into your bank account, and only at that point will our fee be payable. If we’re not successful in claiming, you won’t have to pay us a thing. Most successful claims are settled within 8 weeks of submission of our claim to your bank.
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compensation from Halifax
compensation from Santander
Why choose us?
- Hassle-free process.
- No lengthy paperwork to complete.
- Your own dedicated claims expert.
- Claims settled within 8 weeks on average.
Speak to our friendly experts
If you feel you've been let down by your bank or financial adviser please call us.
Call today 0808 163 1659
We've helped thousands of people win compensation as a result of unsuitable financial advice.
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
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
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.
This was a fantastic result I never expected. My sincere thanks for such a prompt and efficient service.
I am so grateful to your company but especially to Steve Wise for getting me the money back
We reported our findings to Halifax and within a matter of weeks had secured our client the sum of £26,700 in compensation.
After we sent a detailed complaint to Halifax, Fred was delighted to receive £6,916 from the bank in a matter of weeks.
Having investigated the complaint Lloyds TSB agreed that the advice was unsuitable and agreed to pay the clients £10,000.
Figures shown are before the deduction of our fee.