by Greg Vaughan | Mar 2, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mrs H and her vanished inheritance Read the full story: Mrs H was referred to me by her new financial adviser, whose clients I had helped in the past. He was...
by Greg Vaughan | Jan 19, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Signature Forgery This is the story of one that is probably one of the most satisfying cases I have dealt with in recent years. Mr M initially came to me...
by Greg Vaughan | Jan 7, 2022 | Pension Advice
The year 2021 reviewed. 2021 continued to be a very busy year, particularly in the area of pension mis-selling claims. Fortunately, business was largely unaffected by the pandemic. Many clients are recommended by existing clients and simply call or email for a...
by Greg Vaughan | Oct 9, 2020 | Pension Advice
Avoid paying the annual allowance charge which could be an additional 45%. What is the annual allowance? The annual allowance is the amount of pension savings an individual can make in one year before receiving a tax charge. The standard annual allowance limit has...
by Greg Vaughan | Sep 10, 2019 | Pension Advice
One question which I am asked perhaps more than any other by prospective clients is “Can I not make a mis-selling claim myself?” The answer, of course, is yes. You can outline your concerns to the firm which gave you advice and if you are not happy with their response...
