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Memorable Cases – Business Loans

Memorable Cases – Business Loans

This is a classic case of mis-selling, showing how even a highly intelligent person can be led up the garden path by their bank. Mr D was (and still is) an accountant, but was branching out into a secondary business with a partner.

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Pension Transfer – SIPPs

Pension Transfer – SIPPs

Beware of advisers offering a pot of gold.
Although cold calling has been banned, I continue to be contacted by people that had a call out of the blue from an independent financial adviser, asking about old pension scheme benefits.

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Memorable Cases – Vanished Inheritance

Memorable Cases – Vanished Inheritance

Mrs H was referred to me by her new financial adviser, whose clients I had helped in the past. He was concerned that an investment portfolio established by a previous adviser had lost a considerable amount of money – perhaps as much as £1 million – through poor choice of investments.

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Memorable Cases – Signature Forgery

Memorable Cases – 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 through a referral from another client. Initially, the case seemed a pretty straightforward payment protection insurance case.

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