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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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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...

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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...

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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...

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