by Greg Vaughan | Apr 19, 2022 | Investments, Mortgage
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Miss H and her Zurich protection insurance One of the most common issues that arises is that of over-selling. This is not the same as mis-selling per se....
by Greg Vaughan | Apr 1, 2022 | Investments
Memorable Cases In this occasional series of blogs, I recall some memorable cases which I have dealt with. Mr D and Lloyds 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....
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...
