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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.
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.
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...
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...
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...
Doctors and teachers are my biggest group of clients mis-sold FSAVC pension plans in the 1990s
The following article was written by one of my doctor clients and published in the “The Hospital Consultant & Specialist” magazine. I reproduce it here with his kind permission. “Many people will never have heard of FSAVC pension plans. FSAVC stands for...
