Our Blogs

Read the full story here

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.

read more
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.

read more
The year 2021 reviewed

The year 2021 reviewed

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...

read more
Annual allowance extension for NHS staff

Annual allowance extension for NHS staff

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...

read more
Self-representation

Self-representation

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...

read more